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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 | $199,592 | $73,107+173.0% | $114,563+74.2% | $87,485+128.1% |
| Participation rate | 97.7% | 65.8%+31.9pp | 72.9%+24.8pp | 68.9%+28.7pp |
| Annual return | 18.52% | 19.47%-1.0pp | 241.09%-222.6pp | 26.06%-7.5pp |
| Employer contribution / active EE | $2,319 | $1,881+23.3% | $2,592-10.5% | $2,596-10.7% |
| Participant deferral / active EE | $13,247 | $3,144+321.4% | $4,142+219.8% | $4,274+210.0% |
| Admin fee / account holder | $23,681 | $5,770+310.4% | $7,623+210.6% | $7,775+204.6% |