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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 | $217,562 | $53,128+309.5% | $86,582+151.3% | $70,126+210.2% |
| Participation rate | 91.7% | 65.3%+26.4pp | 73.5%+18.1pp | 69.5%+22.1pp |
| Annual return | 15.99% | 27.66%-11.7pp | 965.08%-949.1pp | 73.15%-57.2pp |
| Employer contribution / active EE | $12,401 | $2,068+499.6% | $2,839+336.7% | $2,343+429.4% |
| Participant deferral / active EE | $8,184 | $2,695+203.7% | $3,609+126.8% | $3,332+145.6% |
| Admin fee / account holder | $40,843 | $3,584+1039.7% | $4,904+732.8% | $4,645+779.2% |