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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 | $208,929 | $77,908+168.2% | $149,696+39.6% | $75,173+177.9% |
| Participation rate | 96.7% | 65.6%+31.1pp | 78.8%+17.9pp | 67.2%+29.5pp |
| Annual return | 15.67% | 31.73%-16.1pp | 134.46%-118.8pp | 160.72%-145.0pp |
| Employer contribution / active EE | $8,561 | $3,138+172.8% | $4,821+77.6% | $2,671+220.5% |
| Participant deferral / active EE | $6,418 | $3,411+88.1% | $5,682+12.9% | $4,126+55.5% |
| Admin fee / account holder | $1,601 | $5,950-73.1% | $13,212-87.9% | $5,651-71.7% |