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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 | $196,744 | $49,896+294.3% | $80,627+144.0% | $75,173+161.7% |
| Participation rate | 97.8% | 55.3%+42.5pp | 67.0%+30.8pp | 67.2%+30.6pp |
| Annual return | 15.78% | 34.67%-18.9pp | 936.76%-921.0pp | 160.72%-144.9pp |
| Employer contribution / active EE | $3,331 | $1,699+96.1% | $2,723+22.3% | $2,671+24.7% |
| Participant deferral / active EE | $7,830 | $2,992+161.7% | $4,443+76.2% | $4,126+89.8% |
| Admin fee / account holder | $19,722 | $3,578+451.2% | $5,381+266.5% | $5,651+249.0% |