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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 | $239,786 | $58,828+307.6% | $78,002+207.4% | $62,881+281.3% |
| Participation rate | 94.4% | 71.1%+23.4pp | 75.5%+18.9pp | 69.3%+25.1pp |
| Annual return | 5.62% | 17.16%-11.5pp | 425.99%-420.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $6,367 | $1,672+280.8% | $2,470+157.7% | $2,281+179.1% |
| Participant deferral / active EE | $6,635 | $2,686+147.1% | $3,497+89.7% | $3,203+107.1% |
| Admin fee / account holder | $22,786 | $4,393+418.7% | $5,481+315.7% | $4,296+430.4% |