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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 | $240,990 | $60,442+298.7% | $96,754+149.1% | $87,485+175.5% |
| Participation rate | 97.8% | 58.7%+39.1pp | 70.3%+27.5pp | 68.9%+28.8pp |
| Annual return | 17.99% | 21.97%-4.0pp | 82.04%-64.0pp | 26.06%-8.1pp |
| Employer contribution / active EE | $8,126 | $1,691+380.6% | $2,679+203.3% | $2,596+213.0% |
| Participant deferral / active EE | $13,275 | $3,280+304.7% | $4,758+179.0% | $4,274+210.6% |
| Admin fee / account holder | $10,751 | $5,069+112.1% | $8,905+20.7% | $7,775+38.3% |