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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 | $191,733 | $58,275+229.0% | $81,844+134.3% | $80,935+136.9% |
| Participation rate | 91.7% | 63.5%+28.2pp | 72.4%+19.3pp | 67.7%+24.0pp |
| Annual return | 12.43% | 41.82%-29.4pp | 778.87%-766.4pp | 35.66%-23.2pp |
| Employer contribution / active EE | $4,185 | $2,346+78.4% | $2,916+43.5% | $2,757+51.8% |
| Participant deferral / active EE | $6,280 | $3,285+91.2% | $4,323+45.3% | $4,299+46.1% |
| Admin fee / account holder | $12,079 | $4,749+154.4% | $7,355+64.2% | $6,924+74.4% |