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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 | $202,369 | $96,731+109.2% | $123,973+63.2% | $86,983+132.7% |
| Participation rate | 98.1% | 70.0%+28.1pp | 76.7%+21.5pp | 69.5%+28.6pp |
| Annual return | 12.59% | 17.33%-4.7pp | 388.13%-375.5pp | 25.83%-13.2pp |
| Employer contribution / active EE | $6,000 | $3,297+82.0% | $4,126+45.4% | $2,584+132.2% |
| Participant deferral / active EE | $9,732 | $4,152+134.4% | $5,247+85.5% | $4,194+132.0% |
| Admin fee / account holder | $11,207 | $8,722+28.5% | $11,799-5.0% | $7,856+42.7% |