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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 | $211,716 | $53,128+298.5% | $86,582+144.5% | $70,126+201.9% |
| Participation rate | 96.6% | 65.3%+31.2pp | 73.5%+23.0pp | 69.5%+27.0pp |
| Annual return | 21.07% | 27.66%-6.6pp | 965.08%-944.0pp | 73.15%-52.1pp |
| Employer contribution / active EE | $7,024 | $2,068+239.6% | $2,839+147.4% | $2,343+199.8% |
| Participant deferral / active EE | $11,381 | $2,695+322.3% | $3,609+215.4% | $3,332+241.6% |
| Admin fee / account holder | $17,067 | $3,584+376.2% | $4,904+248.0% | $4,645+267.4% |