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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 | $188,034 | $52,279+259.7% | $89,435+110.2% | $79,856+135.5% |
| Participation rate | 96.0% | 57.5%+38.5pp | 68.0%+28.0pp | 69.6%+26.4pp |
| Annual return | 22.01% | 22.16%-0.2pp | 245.55%-223.5pp | 31.71%-9.7pp |
| Employer contribution / active EE | $9,048 | $1,572+475.7% | $2,587+249.7% | $2,471+266.1% |
| Participant deferral / active EE | $8,280 | $2,740+202.2% | $3,890+112.8% | $3,741+121.4% |
| Admin fee / account holder | $861 | $3,356-74.4% | $4,884-82.4% | $5,306-83.8% |