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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 | $239,877 | $58,241+311.9% | $81,780+193.3% | $80,911+196.5% |
| Participation rate | 91.1% | 63.4%+27.7pp | 72.4%+18.7pp | 67.6%+23.5pp |
| Annual return | 27.01% | 41.73%-14.7pp | 776.27%-749.3pp | 35.63%-8.6pp |
| Employer contribution / active EE | $4,190 | $2,343+78.8% | $2,914+43.8% | $2,756+52.0% |
| Participant deferral / active EE | $7,896 | $3,283+140.6% | $4,321+82.8% | $4,297+83.8% |
| Admin fee / account holder | $3,383 | $4,973-32.0% | $7,384-54.2% | $6,935-51.2% |