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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 | $140,664 | $56,197+150.3% | $67,652+107.9% | $59,633+135.9% |
| Participation rate | 91.2% | 71.5%+19.8pp | 75.7%+15.6pp | 68.7%+22.6pp |
| Annual return | 4.01% | 18508.10%-18504.1pp | 6625.40%-6621.4pp | 2041.45%-2037.4pp |
| Employer contribution / active EE | $5,354 | $1,615+231.6% | $2,266+136.3% | $2,203+143.1% |
| Participant deferral / active EE | $12,024 | $2,844+322.9% | $3,560+237.8% | $3,192+276.7% |
| Admin fee / account holder | $11,188 | $3,958+182.7% | $4,821+132.1% | $4,297+160.4% |