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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 | $201,748 | $55,889+261.0% | $76,119+165.0% | $80,935+149.3% |
| Participation rate | 93.9% | 62.1%+31.8pp | 69.1%+24.8pp | 67.7%+26.2pp |
| Annual return | 26.93% | 20.58%+6.3pp | 361.25%-334.3pp | 35.66%-8.7pp |
| Employer contribution / active EE | $7,341 | $1,866+293.4% | $2,693+172.6% | $2,757+166.3% |
| Participant deferral / active EE | $7,899 | $3,051+158.9% | $4,259+85.5% | $4,299+83.7% |
| Admin fee / account holder | $17,361 | $5,241+231.2% | $6,421+170.4% | $6,924+150.7% |