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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 | $196,056 | $68,681+185.5% | $86,625+126.3% | $85,851+128.4% |
| Participation rate | 93.8% | 66.4%+27.4pp | 71.6%+22.1pp | 69.3%+24.4pp |
| Annual return | 14.41% | 20.12%-5.7pp | 63.52%-49.1pp | 318.63%-304.2pp |
| Employer contribution / active EE | $4,074 | $1,880+116.7% | $2,496+63.2% | $2,565+58.8% |
| Participant deferral / active EE | $8,171 | $2,919+179.9% | $3,700+120.9% | $3,952+106.7% |
| Admin fee / account holder | $17,466 | $5,974+192.3% | $5,830+199.6% | $6,261+179.0% |