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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 | $244,289 | $53,128+359.8% | $86,582+182.1% | $70,126+248.4% |
| Participation rate | 96.4% | 65.3%+31.1pp | 73.5%+22.9pp | 69.5%+26.9pp |
| Annual return | 19.84% | 27.66%-7.8pp | 965.08%-945.2pp | 73.15%-53.3pp |
| Employer contribution / active EE | $13,502 | $2,068+552.9% | $2,839+375.5% | $2,343+476.4% |
| Participant deferral / active EE | $6,198 | $2,695+130.0% | $3,609+71.8% | $3,332+86.0% |
| Admin fee / account holder | $3,126 | $3,584-12.8% | $4,904-36.3% | $4,645-32.7% |