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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 | $204,878 | $68,398+199.5% | $94,664+116.4% | $75,173+172.5% |
| Participation rate | 96.2% | 76.1%+20.1pp | 80.8%+15.3pp | 67.2%+29.0pp |
| Annual return | 17.72% | 616.72%-599.0pp | 156.84%-139.1pp | 160.72%-143.0pp |
| Employer contribution / active EE | $5,292 | $2,701+95.9% | $3,673+44.1% | $2,671+98.1% |
| Participant deferral / active EE | $12,679 | $6,537+94.0% | $7,417+70.9% | $4,126+207.3% |
| Admin fee / account holder | $2,032 | $5,324-61.8% | $7,222-71.9% | $5,651-64.0% |