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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 | $249,694 | $99,957+149.8% | $149,730+66.8% | $73,493+239.8% |
| Participation rate | 99.1% | 75.7%+23.4pp | 82.5%+16.6pp | 70.7%+28.4pp |
| Annual return | 16.60% | 53.87%-37.3pp | 276.70%-260.1pp | 28.51%-11.9pp |
| Employer contribution / active EE | $6,165 | $3,191+93.2% | $4,645+32.7% | $2,270+171.6% |
| Participant deferral / active EE | $8,640 | $6,073+42.3% | $6,843+26.3% | $3,740+131.0% |
| Admin fee / account holder | $11,084 | $551+1912.7% | $9,310+19.0% | $513+2060.2% |