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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 | $240,447 | $58,848+308.6% | $88,179+172.7% | $82,637+191.0% |
| Participation rate | 96.0% | 57.9%+38.1pp | 69.1%+26.9pp | 68.1%+27.9pp |
| Annual return | 14.69% | 22.76%-8.1pp | 64.97%-50.3pp | 53.51%-38.8pp |
| Employer contribution / active EE | $7,688 | $1,678+358.1% | $2,549+201.6% | $2,552+201.2% |
| Participant deferral / active EE | $7,172 | $3,124+129.6% | $4,614+55.4% | $4,126+73.8% |
| Admin fee / account holder | $83,146 | $4,795+1633.9% | $7,673+983.6% | $7,339+1033.0% |