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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 | $208,359 | $58,258+257.6% | $81,820+154.7% | $80,925+157.5% |
| Participation rate | 97.5% | 63.5%+34.0pp | 72.4%+25.1pp | 67.7%+29.8pp |
| Annual return | 19.23% | 41.76%-22.5pp | 777.93%-758.7pp | 35.65%-16.4pp |
| Employer contribution / active EE | $11,890 | $2,345+406.9% | $2,915+307.9% | $2,756+331.4% |
| Participant deferral / active EE | $4,957 | $3,284+51.0% | $4,323+14.7% | $4,299+15.3% |
| Admin fee / account holder | $13,405 | $4,976+169.4% | $7,391+81.4% | $6,940+93.2% |