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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 | $185,543 | $53,127+249.2% | $86,597+114.3% | $70,131+164.6% |
| Participation rate | 92.0% | 65.3%+26.7pp | 73.5%+18.5pp | 69.5%+22.5pp |
| Annual return | 17.26% | 27.66%-10.4pp | 964.96%-947.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $5,779 | $2,068+179.4% | $2,840+103.5% | $2,342+146.7% |
| Participant deferral / active EE | $5,933 | $2,696+120.1% | $3,609+64.4% | $3,332+78.1% |
| Admin fee / account holder | $8,060 | $3,585+124.8% | $4,906+64.3% | $4,645+73.5% |