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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 | $55,457+180.0% | $77,361+100.8% | $94,015+65.2% |
| Participation rate | 98.0% | 69.8%+28.2pp | 75.0%+23.1pp | 70.8%+27.2pp |
| Annual return | 11.17% | 15.57%-4.4pp | 1011.54%-1000.4pp | 17.84%-6.7pp |
| Employer contribution / active EE | $6,609 | $2,255+193.1% | $2,990+121.0% | $2,790+136.9% |
| Participant deferral / active EE | $5,823 | $3,069+89.7% | $3,911+48.9% | $4,249+37.0% |
| Admin fee / account holder | $10,334 | $4,334+138.4% | $5,894+75.3% | $8,951+15.4% |