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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 | $226,265 | $58,234+288.5% | $81,783+176.7% | $80,874+179.8% |
| Participation rate | 96.9% | 63.4%+33.4pp | 72.4%+24.5pp | 67.6%+29.2pp |
| Annual return | 16.92% | 41.70%-24.8pp | 775.05%-758.1pp | 35.62%-18.7pp |
| Employer contribution / active EE | $3,459 | $2,341+47.7% | $2,913+18.8% | $2,756+25.5% |
| Participant deferral / active EE | $8,199 | $3,283+149.8% | $4,320+89.8% | $4,297+90.8% |
| Admin fee / account holder | $11,477 | $4,982+130.4% | $7,380+55.5% | $6,935+65.5% |