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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 | $226,903 | $84,236+169.4% | $170,435+33.1% | $70,126+223.6% |
| Participation rate | 98.9% | 70.8%+28.1pp | 83.6%+15.3pp | 69.5%+29.4pp |
| Annual return | 15.98% | 23.06%-7.1pp | 205.94%-190.0pp | 73.15%-57.2pp |
| Employer contribution / active EE | $6,283 | $3,387+85.5% | $5,432+15.7% | $2,343+168.2% |
| Participant deferral / active EE | $6,762 | $3,086+119.1% | $4,939+36.9% | $3,332+103.0% |
| Admin fee / account holder | $57,003 | $5,698+900.4% | $13,881+310.7% | $4,645+1127.1% |