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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 | $198,516 | $58,311+240.4% | $81,882+142.4% | $80,959+145.2% |
| Participation rate | 95.7% | 63.5%+32.3pp | 72.4%+23.4pp | 67.7%+28.1pp |
| Annual return | 15.67% | 41.85%-26.2pp | 779.47%-763.8pp | 35.67%-20.0pp |
| Employer contribution / active EE | $6,199 | $2,347+164.2% | $2,916+112.6% | $2,757+124.8% |
| Participant deferral / active EE | $5,059 | $3,287+53.9% | $4,323+17.0% | $4,300+17.6% |
| Admin fee / account holder | $7,778 | $4,752+63.7% | $7,360+5.7% | $6,925+12.3% |