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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 | $179,850 | $58,258+208.7% | $81,820+119.8% | $80,925+122.2% |
| Participation rate | 84.2% | 63.5%+20.7pp | 72.4%+11.8pp | 67.7%+16.6pp |
| Annual return | 18.72% | 41.76%-23.0pp | 777.93%-759.2pp | 35.65%-16.9pp |
| Employer contribution / active EE | $10,125 | $2,345+331.7% | $2,915+247.4% | $2,756+267.4% |
| Participant deferral / active EE | $8,672 | $3,284+164.1% | $4,323+100.6% | $4,299+101.7% |
| Admin fee / account holder | $30,309 | $4,976+509.1% | $7,391+310.1% | $6,940+336.7% |