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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 | $138,705 | $48,011+188.9% | $63,803+117.4% | $82,637+67.8% |
| Participation rate | 96.4% | 66.6%+29.9pp | 72.7%+23.7pp | 68.1%+28.4pp |
| Annual return | 27.76% | 19.84%+7.9pp | 543.72%-516.0pp | 53.51%-25.8pp |
| Employer contribution / active EE | $8,161 | $1,904+328.7% | $2,532+222.3% | $2,552+219.8% |
| Participant deferral / active EE | $6,398 | $2,846+124.8% | $3,843+66.5% | $4,126+55.1% |
| Admin fee / account holder | $19,508 | $3,873+403.6% | $5,196+275.4% | $7,339+165.8% |