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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 | $170,978 | $47,479+260.1% | $62,929+171.7% | $82,448+107.4% |
| Participation rate | 97.4% | 66.9%+30.5pp | 73.1%+24.3pp | 68.1%+29.3pp |
| Annual return | 11.97% | 20.34%-8.4pp | 1063.93%-1052.0pp | 41.64%-29.7pp |
| Employer contribution / active EE | $4,004 | $1,885+112.4% | $2,505+59.9% | $2,551+57.0% |
| Participant deferral / active EE | $4,388 | $2,870+52.9% | $3,888+12.9% | $4,139+6.0% |
| Admin fee / account holder | $6,035 | $3,804+58.7% | $5,065+19.2% | $7,234-16.6% |