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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 | $221,929 | $94,529+134.8% | $140,019+58.5% | $64,173+245.8% |
| Participation rate | 98.4% | 84.1%+14.4pp | 87.5%+10.9pp | 69.6%+28.9pp |
| Annual return | -5.37% | 7.77%-13.1pp | 651.17%-656.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $11,088 | $3,812+190.8% | $5,605+97.8% | $2,381+365.7% |
| Participant deferral / active EE | $14,671 | $5,250+179.4% | $6,927+111.8% | $3,470+322.8% |
| Admin fee / account holder | $1,953 | $6,741-71.0% | $10,705-81.8% | $4,887-60.0% |