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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 | $208,460 | $58,275+257.7% | $81,844+154.7% | $80,935+157.6% |
| Participation rate | 95.7% | 63.5%+32.2pp | 72.4%+23.3pp | 67.7%+28.1pp |
| Annual return | 16.94% | 41.82%-24.9pp | 778.87%-761.9pp | 35.66%-18.7pp |
| Employer contribution / active EE | $6,539 | $2,346+178.8% | $2,916+124.2% | $2,757+137.2% |
| Participant deferral / active EE | $10,337 | $3,285+214.6% | $4,323+139.1% | $4,299+140.4% |
| Admin fee / account holder | $6,821 | $4,749+43.6% | $7,355-7.3% | $6,924-1.5% |