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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 | $244,988 | $80,748+203.4% | $102,383+139.3% | $74,429+229.2% |
| Participation rate | 96.1% | 65.7%+30.4pp | 74.5%+21.6pp | 67.2%+28.9pp |
| Annual return | 11.58% | 27.57%-16.0pp | 24.94%-13.4pp | 1368.38%-1356.8pp |
| Employer contribution / active EE | $3,192 | $3,159+1.0% | $3,870-17.5% | $2,625+21.6% |
| Participant deferral / active EE | $13,303 | $3,861+244.5% | $5,060+162.9% | $4,348+205.9% |
| Admin fee / account holder | $56,093 | $2,371+2266.0% | $8,391+568.5% | $1,944+2785.0% |