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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 | $220,578 | $47,479+364.6% | $62,929+250.5% | $82,448+167.5% |
| Participation rate | 97.2% | 66.9%+30.4pp | 73.1%+24.1pp | 68.1%+29.2pp |
| Annual return | 16.53% | 20.34%-3.8pp | 1063.93%-1047.4pp | 41.64%-25.1pp |
| Employer contribution / active EE | $21,583 | $1,885+1044.8% | $2,505+761.7% | $2,551+746.1% |
| Participant deferral / active EE | $6,561 | $2,870+128.6% | $3,888+68.7% | $4,139+58.5% |
| Admin fee / account holder | $22,418 | $3,804+489.4% | $5,065+342.6% | $7,234+209.9% |