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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 | $174,761 | $53,127+228.9% | $86,597+101.8% | $70,131+149.2% |
| Participation rate | 91.4% | 65.3%+26.1pp | 73.5%+17.9pp | 69.5%+21.9pp |
| Annual return | 20.42% | 27.66%-7.2pp | 964.96%-944.5pp | 73.14%-52.7pp |
| Employer contribution / active EE | $8,398 | $2,068+306.1% | $2,840+195.8% | $2,342+258.5% |
| Participant deferral / active EE | $10,257 | $2,696+280.5% | $3,609+184.2% | $3,332+207.8% |
| Admin fee / account holder | $16,292 | $3,585+354.4% | $4,906+232.1% | $4,645+250.7% |