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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,380 | $73,421+189.3% | $66,439+219.7% | $155,188+36.9% |
| Participation rate | 85.7% | 79.7%+6.0pp | 74.5%+11.2pp | 80.8%+4.9pp |
| Annual return | 13.91% | 1382.37%-1368.5pp | 757.66%-743.8pp | 148.84%-134.9pp |
| Employer contribution / active EE | $2,654 | $3,039-12.7% | $2,637+0.6% | $4,248-37.5% |
| Participant deferral / active EE | $8,621 | $4,680+84.2% | $3,876+122.4% | $6,531+32.0% |
| Admin fee / account holder | $2,317 | $8,856-73.8% | $6,173-62.5% | $14,480-84.0% |