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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 | $239,743 | $85,766+179.5% | $136,298+75.9% | $70,126+241.9% |
| Participation rate | 96.2% | 74.2%+22.1pp | 81.9%+14.3pp | 69.5%+26.7pp |
| Annual return | 15.75% | 31.46%-15.7pp | 5156.27%-5140.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $2,537 | $2,966-14.5% | $4,696-46.0% | $2,343+8.3% |
| Participant deferral / active EE | $7,969 | $5,051+57.8% | $6,247+27.6% | $3,332+139.2% |
| Admin fee / account holder | $31,134 | $5,421+474.4% | $9,244+236.8% | $4,645+570.2% |