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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 | $241,426 | $51,638+367.5% | $129,406+86.6% | $80,959+198.2% |
| Participation rate | 90.0% | 56.9%+33.1pp | 69.6%+20.4pp | 67.7%+22.3pp |
| Annual return | 12.59% | 20.78%-8.2pp | 9468.18%-9455.6pp | 35.67%-23.1pp |
| Employer contribution / active EE | $4,833 | $1,584+205.2% | $4,155+16.3% | $2,757+75.3% |
| Participant deferral / active EE | $11,609 | $2,670+334.8% | $4,167+178.6% | $4,300+169.9% |
| Admin fee / account holder | $794 | $4,313-81.6% | $7,689-89.7% | $6,925-88.5% |