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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 | $196,019 | $51,184+283.0% | $66,439+195.0% | $86,983+125.4% |
| Participation rate | 91.7% | 68.5%+23.2pp | 74.5%+17.2pp | 69.5%+22.1pp |
| Annual return | 14.22% | 17.07%-2.9pp | 757.66%-743.4pp | 25.83%-11.6pp |
| Employer contribution / active EE | $4,763 | $2,023+135.5% | $2,637+80.7% | $2,584+84.3% |
| Participant deferral / active EE | $4,433 | $2,927+51.4% | $3,876+14.4% | $4,194+5.7% |
| Admin fee / account holder | $4,197 | $4,154+1.0% | $6,173-32.0% | $7,856-46.6% |