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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 | $145,061 | $58,234+149.1% | $81,783+77.4% | $80,874+79.4% |
| Participation rate | 96.5% | 63.4%+33.0pp | 72.4%+24.1pp | 67.6%+28.8pp |
| Annual return | 15.14% | 41.70%-26.6pp | 775.05%-759.9pp | 35.62%-20.5pp |
| Employer contribution / active EE | $3,396 | $2,341+45.1% | $2,913+16.6% | $2,756+23.3% |
| Participant deferral / active EE | $8,574 | $3,283+161.2% | $4,320+98.5% | $4,297+99.5% |
| Admin fee / account holder | $17,501 | $4,982+251.3% | $7,380+137.1% | $6,935+152.4% |