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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 | $155,306 | $50,554+207.2% | $67,681+129.5% | $87,485+77.5% |
| Participation rate | 98.0% | 67.7%+30.3pp | 73.7%+24.3pp | 68.9%+29.1pp |
| Annual return | 11.17% | 17.81%-6.6pp | 590.58%-579.4pp | 26.06%-14.9pp |
| Employer contribution / active EE | $6,609 | $1,988+232.3% | $2,678+146.7% | $2,596+154.5% |
| Participant deferral / active EE | $5,823 | $2,961+96.6% | $3,976+46.5% | $4,274+36.3% |
| Admin fee / account holder | $10,334 | $4,132+150.1% | $6,100+69.4% | $7,775+32.9% |