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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 | $190,687 | $63,342+201.0% | $92,235+106.7% | $70,131+171.9% |
| Participation rate | 91.4% | 68.7%+22.7pp | 76.5%+14.9pp | 69.5%+21.8pp |
| Annual return | 18.64% | 530.15%-511.5pp | 176.28%-157.6pp | 73.14%-54.5pp |
| Employer contribution / active EE | $2,985 | $2,471+20.8% | $3,679-18.9% | $2,342+27.4% |
| Participant deferral / active EE | $7,193 | $2,854+152.1% | $3,897+84.6% | $3,332+115.9% |
| Admin fee / account holder | $16,876 | $3,840+339.4% | $5,194+224.9% | $4,645+263.3% |