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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 | $217,629 | $58,258+273.6% | $81,820+166.0% | $80,925+168.9% |
| Participation rate | 90.4% | 63.5%+26.9pp | 72.4%+18.0pp | 67.7%+22.8pp |
| Annual return | 14.18% | 41.76%-27.6pp | 777.93%-763.7pp | 35.65%-21.5pp |
| Employer contribution / active EE | $8,109 | $2,345+245.8% | $2,915+178.2% | $2,756+194.2% |
| Participant deferral / active EE | $8,067 | $3,284+145.7% | $4,323+86.6% | $4,299+87.7% |
| Admin fee / account holder | $28,513 | $4,976+473.0% | $7,391+285.8% | $6,940+310.8% |