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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 | $221,697 | $58,311+280.2% | $81,882+170.8% | $80,959+173.8% |
| Participation rate | 94.9% | 63.5%+31.4pp | 72.4%+22.5pp | 67.7%+27.2pp |
| Annual return | 13.80% | 41.85%-28.1pp | 779.47%-765.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $10,881 | $2,347+363.7% | $2,916+273.1% | $2,757+294.6% |
| Participant deferral / active EE | $11,390 | $3,287+246.5% | $4,323+163.5% | $4,300+164.9% |
| Admin fee / account holder | $12,968 | $4,752+172.9% | $7,360+76.2% | $6,925+87.3% |