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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 | $199,510 | $49,976+299.2% | $66,674+199.2% | $82,637+141.4% |
| Participation rate | 96.2% | 63.1%+33.1pp | 73.7%+22.5pp | 68.1%+28.1pp |
| Annual return | 16.41% | 39.09%-22.7pp | 321.24%-304.8pp | 53.51%-37.1pp |
| Employer contribution / active EE | $3,096 | $1,988+55.7% | $2,620+18.2% | $2,552+21.3% |
| Participant deferral / active EE | $8,879 | $2,847+211.9% | $4,084+117.4% | $4,126+115.2% |
| Admin fee / account holder | $29,070 | $4,594+532.8% | $5,098+470.2% | $7,339+296.1% |