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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 | $244,071 | $68,097+258.4% | $62,929+287.9% | $137,256+77.8% |
| Participation rate | 92.3% | 77.4%+14.9pp | 73.1%+19.2pp | 80.0%+12.3pp |
| Annual return | 15.40% | 1859.11%-1843.7pp | 1063.93%-1048.5pp | 220.34%-204.9pp |
| Employer contribution / active EE | $9,194 | $2,811+227.1% | $2,505+267.1% | $4,156+121.2% |
| Participant deferral / active EE | $9,462 | $4,553+107.8% | $3,888+143.3% | $6,407+47.7% |
| Admin fee / account holder | $3,962 | $6,521-39.2% | $5,065-21.8% | $12,270-67.7% |