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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 | $153,609 | $51,638+197.5% | $68,368+124.7% | $82,448+86.3% |
| Participation rate | 93.3% | 63.6%+29.7pp | 73.8%+19.6pp | 68.1%+25.3pp |
| Annual return | 25.42% | 37.53%-12.1pp | 292.57%-267.2pp | 41.64%-16.2pp |
| Employer contribution / active EE | $8,735 | $2,047+326.8% | $2,649+229.7% | $2,551+242.4% |
| Participant deferral / active EE | $12,932 | $2,914+343.8% | $4,123+213.7% | $4,139+212.4% |
| Admin fee / account holder | $969 | $4,643-79.1% | $5,150-81.2% | $7,234-86.6% |