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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 | $58,275+240.7% | $81,844+142.6% | $80,935+145.3% |
| Participation rate | 95.7% | 63.5%+32.3pp | 72.4%+23.4pp | 67.7%+28.1pp |
| Annual return | 15.67% | 41.82%-26.1pp | 778.87%-763.2pp | 35.66%-20.0pp |
| Employer contribution / active EE | $6,199 | $2,346+164.3% | $2,916+112.6% | $2,757+124.9% |
| Participant deferral / active EE | $5,059 | $3,285+54.0% | $4,323+17.0% | $4,299+17.7% |
| Admin fee / account holder | $7,778 | $4,749+63.8% | $7,355+5.7% | $6,924+12.3% |