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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 | $238,494 | $56,134+324.9% | $96,171+148.0% | $85,847+177.8% |
| Participation rate | 97.8% | 56.7%+41.1pp | 68.4%+29.4pp | 69.3%+28.5pp |
| Annual return | 14.60% | 42.30%-27.7pp | 192.04%-177.4pp | 318.61%-304.0pp |
| Employer contribution / active EE | $8,372 | $1,620+416.7% | $2,799+199.1% | $2,565+226.3% |
| Participant deferral / active EE | $8,173 | $2,858+186.0% | $4,350+87.9% | $3,952+106.8% |
| Admin fee / account holder | $3,666 | $3,769-2.7% | $5,538-33.8% | $6,261-41.4% |