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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 | $175,359 | $58,275+200.9% | $81,844+114.3% | $80,935+116.7% |
| Participation rate | 97.7% | 63.5%+34.2pp | 72.4%+25.3pp | 67.7%+30.0pp |
| Annual return | 16.99% | 41.82%-24.8pp | 778.87%-761.9pp | 35.66%-18.7pp |
| Employer contribution / active EE | $20,310 | $2,346+765.8% | $2,916+596.4% | $2,757+636.8% |
| Participant deferral / active EE | $19,246 | $3,285+485.8% | $4,323+345.2% | $4,299+347.6% |
| Admin fee / account holder | $2,083 | $4,749-56.1% | $7,355-71.7% | $6,924-69.9% |