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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 | $53,127+359.8% | $86,597+182.1% | $70,131+248.3% |
| Participation rate | 96.4% | 65.3%+31.1pp | 73.5%+22.9pp | 69.5%+26.9pp |
| Annual return | 19.84% | 27.66%-7.8pp | 964.96%-945.1pp | 73.14%-53.3pp |
| Employer contribution / active EE | $13,502 | $2,068+552.8% | $2,840+375.5% | $2,342+476.4% |
| Participant deferral / active EE | $6,198 | $2,696+129.9% | $3,609+71.8% | $3,332+86.0% |
| Admin fee / account holder | $3,126 | $3,585-12.8% | $4,906-36.3% | $4,645-32.7% |