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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 | $117,760 | $53,128+121.7% | $86,582+36.0% | $70,126+67.9% |
| Participation rate | 96.7% | 65.3%+31.4pp | 73.5%+23.1pp | 69.5%+27.1pp |
| Annual return | 14.21% | 27.66%-13.5pp | 965.08%-950.9pp | 73.15%-58.9pp |
| Employer contribution / active EE | $8,444 | $2,068+308.3% | $2,839+197.4% | $2,343+260.5% |
| Participant deferral / active EE | $6,385 | $2,695+136.9% | $3,609+76.9% | $3,332+91.6% |
| Admin fee / account holder | $32,893 | $3,584+817.8% | $4,904+570.7% | $4,645+608.1% |