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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 | $48,011+256.1% | $63,803+168.0% | $82,637+106.9% |
| Participation rate | 97.4% | 66.6%+30.8pp | 72.7%+24.7pp | 68.1%+29.3pp |
| Annual return | 11.97% | 19.84%-7.9pp | 543.72%-531.7pp | 53.51%-41.5pp |
| Employer contribution / active EE | $4,004 | $1,904+110.3% | $2,532+58.1% | $2,552+56.9% |
| Participant deferral / active EE | $4,388 | $2,846+54.2% | $3,843+14.2% | $4,126+6.4% |
| Admin fee / account holder | $6,035 | $3,873+55.8% | $5,196+16.1% | $7,339-17.8% |