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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 | $239,480 | $63,346+278.1% | $92,240+159.6% | $70,126+241.5% |
| Participation rate | 86.8% | 68.7%+18.2pp | 76.5%+10.4pp | 69.5%+17.3pp |
| Annual return | 15.61% | 530.19%-514.6pp | 176.29%-160.7pp | 73.15%-57.5pp |
| Employer contribution / active EE | $5,962 | $2,471+141.2% | $3,680+62.0% | $2,343+154.5% |
| Participant deferral / active EE | $8,855 | $2,854+210.3% | $3,897+127.2% | $3,332+165.8% |
| Admin fee / account holder | $7,420 | $3,841+93.2% | $5,194+42.9% | $4,645+59.7% |