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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 | $199,580 | $58,311+242.3% | $81,882+143.7% | $80,959+146.5% |
| Participation rate | 96.9% | 63.5%+33.4pp | 72.4%+24.5pp | 67.7%+29.2pp |
| Annual return | 11.34% | 41.85%-30.5pp | 779.47%-768.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $8,716 | $2,347+271.4% | $2,916+198.9% | $2,757+216.1% |
| Participant deferral / active EE | $12,396 | $3,287+277.1% | $4,323+186.7% | $4,300+188.3% |
| Admin fee / account holder | $4,253 | $4,752-10.5% | $7,360-42.2% | $6,925-38.6% |