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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 | $162,600 | $53,128+206.1% | $86,582+87.8% | $70,126+131.9% |
| Participation rate | 97.1% | 65.3%+31.8pp | 73.5%+23.6pp | 69.5%+27.6pp |
| Annual return | 14.85% | 27.66%-12.8pp | 965.08%-950.2pp | 73.15%-58.3pp |
| Employer contribution / active EE | $9,060 | $2,068+338.1% | $2,839+219.1% | $2,343+286.8% |
| Participant deferral / active EE | $7,958 | $2,695+195.3% | $3,609+120.5% | $3,332+138.9% |
| Admin fee / account holder | $54,224 | $3,584+1413.0% | $4,904+1005.7% | $4,645+1067.2% |