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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 | $216,936 | $56,134+286.5% | $96,171+125.6% | $85,847+152.7% |
| Participation rate | 96.9% | 56.7%+40.2pp | 68.4%+28.4pp | 69.3%+27.6pp |
| Annual return | 18.19% | 42.30%-24.1pp | 192.04%-173.9pp | 318.61%-300.4pp |
| Employer contribution / active EE | $3,364 | $1,620+107.6% | $2,799+20.2% | $2,565+31.1% |
| Participant deferral / active EE | $8,481 | $2,858+196.8% | $4,350+95.0% | $3,952+114.6% |
| Admin fee / account holder | $5,638 | $3,769+49.6% | $5,538+1.8% | $6,261-9.9% |