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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 | $53,127+206.1% | $86,587+87.8% | $70,131+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 | 964.86%-950.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $9,060 | $2,068+338.1% | $2,839+219.1% | $2,342+286.8% |
| Participant deferral / active EE | $7,958 | $2,696+195.2% | $3,609+120.5% | $3,332+138.9% |
| Admin fee / account holder | $54,224 | $3,585+1412.3% | $4,906+1005.3% | $4,645+1067.3% |