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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 | $201,308 | $58,311+245.2% | $81,882+145.9% | $80,959+148.7% |
| Participation rate | 97.5% | 63.5%+34.0pp | 72.4%+25.1pp | 67.7%+29.8pp |
| Annual return | 24.10% | 41.85%-17.7pp | 779.47%-755.4pp | 35.67%-11.6pp |
| Employer contribution / active EE | $11,408 | $2,347+386.1% | $2,916+291.2% | $2,757+313.7% |
| Participant deferral / active EE | $11,647 | $3,287+254.3% | $4,323+169.4% | $4,300+170.8% |
| Admin fee / account holder | $9,425 | $4,752+98.3% | $7,360+28.1% | $6,925+36.1% |