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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 | $130,317 | $48,011+171.4% | $63,803+104.2% | $82,637+57.7% |
| Participation rate | 85.5% | 66.6%+19.0pp | 72.7%+12.8pp | 68.1%+17.5pp |
| Annual return | 19.83% | 19.84%0pp | 543.72%-523.9pp | 53.51%-33.7pp |
| Employer contribution / active EE | $7,970 | $1,904+318.7% | $2,532+214.7% | $2,552+212.3% |
| Participant deferral / active EE | $10,338 | $2,846+263.2% | $3,843+169.0% | $4,126+150.6% |
| Admin fee / account holder | $16,539 | $3,873+327.0% | $5,196+218.3% | $7,339+125.4% |