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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 | $209,415 | $49,164+326.0% | $121,147+72.9% | $75,173+178.6% |
| Participation rate | 96.0% | 55.4%+40.6pp | 69.5%+26.5pp | 67.2%+28.8pp |
| Annual return | 18.38% | 56.03%-37.6pp | 986.30%-967.9pp | 160.65%-142.3pp |
| Employer contribution / active EE | $3,498 | $1,546+126.2% | $4,166-16.0% | $2,670+31.0% |
| Participant deferral / active EE | $8,822 | $2,628+235.6% | $4,081+116.1% | $4,126+113.8% |
| Admin fee / account holder | $2,423 | $3,942-38.5% | $5,646-57.1% | $5,651-57.1% |