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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 | $208,349 | $68,394+204.6% | $94,672+120.1% | $75,177+177.1% |
| Participation rate | 92.9% | 76.1%+16.8pp | 80.8%+12.0pp | 67.2%+25.7pp |
| Annual return | 17.70% | 616.92%-599.2pp | 156.89%-139.2pp | 160.75%-143.0pp |
| Employer contribution / active EE | $2,562 | $2,701-5.1% | $3,673-30.2% | $2,671-4.1% |
| Participant deferral / active EE | $11,561 | $6,536+76.9% | $7,417+55.9% | $4,126+180.2% |
| Admin fee / account holder | $32,652 | $5,326+513.1% | $7,222+352.1% | $5,651+477.8% |