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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 | $156,428 | $53,128+194.4% | $86,582+80.7% | $70,126+123.1% |
| Participation rate | 94.3% | 65.3%+29.0pp | 73.5%+20.8pp | 69.5%+24.8pp |
| Annual return | 15.25% | 27.66%-12.4pp | 965.08%-949.8pp | 73.15%-57.9pp |
| Employer contribution / active EE | $9,230 | $2,068+346.3% | $2,839+225.1% | $2,343+294.0% |
| Participant deferral / active EE | $9,994 | $2,695+270.8% | $3,609+177.0% | $3,332+200.0% |
| Admin fee / account holder | $25,889 | $3,584+622.4% | $4,904+427.9% | $4,645+457.3% |