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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 | $120,981 | $52,279+131.4% | $89,435+35.3% | $79,856+51.5% |
| Participation rate | 97.4% | 57.5%+39.8pp | 68.0%+29.4pp | 69.6%+27.7pp |
| Annual return | 16.91% | 22.16%-5.3pp | 245.55%-228.6pp | 31.71%-14.8pp |
| Employer contribution / active EE | $8,298 | $1,572+428.0% | $2,587+220.7% | $2,471+235.8% |
| Participant deferral / active EE | $10,366 | $2,740+278.3% | $3,890+166.4% | $3,741+177.1% |
| Admin fee / account holder | $1,012 | $3,356-69.8% | $4,884-79.3% | $5,306-80.9% |