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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 | $58,258+245.5% | $81,820+146.0% | $80,925+148.8% |
| Participation rate | 97.5% | 63.5%+34.0pp | 72.4%+25.1pp | 67.7%+29.8pp |
| Annual return | 24.10% | 41.76%-17.7pp | 777.93%-753.8pp | 35.65%-11.5pp |
| Employer contribution / active EE | $11,408 | $2,345+386.4% | $2,915+291.3% | $2,756+313.9% |
| Participant deferral / active EE | $11,647 | $3,284+254.7% | $4,323+169.5% | $4,299+171.0% |
| Admin fee / account holder | $9,425 | $4,976+89.4% | $7,391+27.5% | $6,940+35.8% |