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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 | $58,275+288.3% | $81,844+176.5% | $80,935+179.6% |
| Participation rate | 96.9% | 63.5%+33.4pp | 72.4%+24.5pp | 67.7%+29.2pp |
| Annual return | 16.92% | 41.82%-24.9pp | 778.87%-762.0pp | 35.66%-18.7pp |
| Employer contribution / active EE | $3,459 | $2,346+47.5% | $2,916+18.6% | $2,757+25.5% |
| Participant deferral / active EE | $8,199 | $3,285+149.6% | $4,323+89.6% | $4,299+90.7% |
| Admin fee / account holder | $11,477 | $4,749+141.7% | $7,355+56.0% | $6,924+65.7% |