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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 | $215,668 | $58,828+266.6% | $78,002+176.5% | $62,881+243.0% |
| Participation rate | 93.9% | 71.1%+22.9pp | 75.5%+18.4pp | 69.3%+24.6pp |
| Annual return | 5.29% | 17.16%-11.9pp | 425.99%-420.7pp | 20.14%-14.9pp |
| Employer contribution / active EE | $6,349 | $1,672+279.8% | $2,470+157.0% | $2,281+178.4% |
| Participant deferral / active EE | $3,991 | $2,686+48.6% | $3,497+14.1% | $3,203+24.6% |
| Admin fee / account holder | $55,351 | $4,393+1159.9% | $5,481+909.9% | $4,296+1188.5% |