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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 | $188,226 | $56,110+235.5% | $94,993+98.1% | $70,126+168.4% |
| Participation rate | 93.9% | 65.0%+28.9pp | 73.9%+20.1pp | 69.5%+24.4pp |
| Annual return | 18.96% | 51.02%-32.1pp | 27.14%-8.2pp | 73.15%-54.2pp |
| Employer contribution / active EE | $7,053 | $1,442+389.1% | $2,603+170.9% | $2,343+201.1% |
| Participant deferral / active EE | $7,053 | $2,391+195.0% | $3,317+112.6% | $3,332+111.7% |
| Admin fee / account holder | $10,564 | $3,456+205.7% | $4,960+113.0% | $4,645+127.4% |