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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 | $242,236 | $98,776+145.2% | $149,745+61.8% | $79,856+203.3% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.5%+14.8pp | 69.6%+27.7pp |
| Annual return | 14.15% | 27.38%-13.2pp | 276.72%-262.6pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,941 | $3,217-39.7% | $4,646-58.2% | $2,471-21.5% |
| Participant deferral / active EE | $11,366 | $5,681+100.0% | $6,843+66.1% | $3,741+203.8% |
| Admin fee / account holder | $1,659 | $6,053-72.6% | $9,312-82.2% | $5,306-68.7% |