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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 | $48,011+359.4% | $63,803+245.7% | $82,637+166.9% |
| Participation rate | 97.2% | 66.6%+30.7pp | 72.7%+24.5pp | 68.1%+29.2pp |
| Annual return | 16.53% | 19.84%-3.3pp | 543.72%-527.2pp | 53.51%-37.0pp |
| Employer contribution / active EE | $21,583 | $1,904+1033.8% | $2,532+752.3% | $2,552+745.7% |
| Participant deferral / active EE | $6,561 | $2,846+130.5% | $3,843+70.7% | $4,126+59.0% |
| Admin fee / account holder | $22,418 | $3,873+478.8% | $5,196+331.4% | $7,339+205.5% |