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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 | $221,668 | $63,346+249.9% | $92,240+140.3% | $70,126+216.1% |
| Participation rate | 91.4% | 68.7%+22.8pp | 76.5%+14.9pp | 69.5%+21.9pp |
| Annual return | 19.01% | 530.19%-511.2pp | 176.29%-157.3pp | 73.15%-54.1pp |
| Employer contribution / active EE | $5,623 | $2,471+127.6% | $3,680+52.8% | $2,343+140.1% |
| Participant deferral / active EE | $6,137 | $2,854+115.1% | $3,897+57.5% | $3,332+84.2% |
| Admin fee / account holder | $1,899 | $3,841-50.5% | $5,194-63.4% | $4,645-59.1% |