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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 | $112,251 | $58,275+92.6% | $81,844+37.2% | $80,935+38.7% |
| Participation rate | 96.2% | 63.5%+32.7pp | 72.4%+23.8pp | 67.7%+28.5pp |
| Annual return | 16.75% | 41.82%-25.1pp | 778.87%-762.1pp | 35.66%-18.9pp |
| Employer contribution / active EE | $19,116 | $2,346+714.9% | $2,916+555.5% | $2,757+593.5% |
| Participant deferral / active EE | $8,424 | $3,285+156.4% | $4,323+94.8% | $4,299+95.9% |
| Admin fee / account holder | $2,656 | $4,749-44.1% | $7,355-63.9% | $6,924-61.6% |