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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 | $204,551 | $51,638+296.1% | $68,368+199.2% | $82,448+148.1% |
| Participation rate | 83.7% | 63.6%+20.1pp | 73.8%+10.0pp | 68.1%+15.7pp |
| Annual return | 16.33% | 37.53%-21.2pp | 292.57%-276.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $3,594 | $2,047+75.6% | $2,649+35.7% | $2,551+40.9% |
| Participant deferral / active EE | $8,366 | $2,914+187.1% | $4,123+102.9% | $4,139+102.1% |
| Admin fee / account holder | $17,544 | $4,643+277.8% | $5,150+240.7% | $7,234+142.5% |