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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 | $87,119 | $50,554+72.3% | $67,681+28.7% | $87,485-0.4% |
| Participation rate | 95.2% | 67.7%+27.5pp | 73.7%+21.5pp | 68.9%+26.3pp |
| Annual return | 16.05% | 17.81%-1.8pp | 590.58%-574.5pp | 26.06%-10.0pp |
| Employer contribution / active EE | $7,166 | $1,988+260.4% | $2,678+167.5% | $2,596+176.0% |
| Participant deferral / active EE | $12,661 | $2,961+327.6% | $3,976+218.5% | $4,274+196.3% |
| Admin fee / account holder | $995 | $4,132-75.9% | $6,100-83.7% | $7,775-87.2% |