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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 | $206,853 | $65,704+214.8% | $94,229+119.5% | $59,633+246.9% |
| Participation rate | 90.2% | 72.1%+18.1pp | 78.8%+11.5pp | 68.7%+21.6pp |
| Annual return | 40.25% | 5.22%+35.0pp | 10.68%+29.6pp | 2041.45%-2001.2pp |
| Employer contribution / active EE | $5,367 | $2,021+165.6% | $3,587+49.6% | $2,203+143.7% |
| Participant deferral / active EE | $5,580 | $3,143+77.5% | $4,320+29.2% | $3,192+74.8% |
| Admin fee / account holder | $1,185 | $4,265-72.2% | $6,269-81.1% | $4,297-72.4% |