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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 | $245,811 | $81,208+202.7% | $98,920+148.5% | $79,852+207.8% |
| Participation rate | 96.7% | 72.5%+24.2pp | 76.0%+20.6pp | 69.6%+27.0pp |
| Annual return | 20.96% | 60.99%-40.0pp | 196.47%-175.5pp | 31.72%-10.8pp |
| Employer contribution / active EE | $3,366 | $1,960+71.8% | $2,689+25.2% | $2,471+36.2% |
| Participant deferral / active EE | $10,987 | $3,265+236.5% | $4,245+158.8% | $3,740+193.7% |
| Admin fee / account holder | $561 | $6,013-90.7% | $6,643-91.6% | $5,306-89.4% |