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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 | $225,671 | $73,978+205.1% | $96,515+133.8% | $75,173+200.2% |
| Participation rate | 98.8% | 66.4%+32.4pp | 74.3%+24.4pp | 67.2%+31.6pp |
| Annual return | 23.25% | 26.72%-3.5pp | 35.73%-12.5pp | 160.72%-137.5pp |
| Employer contribution / active EE | $18,132 | $2,931+518.7% | $3,740+384.9% | $2,671+578.9% |
| Participant deferral / active EE | $6,964 | $3,660+90.3% | $4,880+42.7% | $4,126+68.8% |
| Admin fee / account holder | $93,103 | $5,219+1684.0% | $6,735+1282.3% | $5,651+1547.7% |