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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 | $227,323 | $72,446+213.8% | $67,561+236.5% | $145,877+55.8% |
| Participation rate | 70.8% | 76.9%-6.0pp | 72.9%-2.1pp | 80.3%-9.5pp |
| Annual return | 11.95% | 7211.98%-7200.0pp | 3525.44%-3513.5pp | 551.28%-539.3pp |
| Employer contribution / active EE | $3,241 | $3,072+5.5% | $2,735+18.5% | $4,663-30.5% |
| Participant deferral / active EE | $8,525 | $4,785+78.2% | $4,003+113.0% | $6,691+27.4% |
| Admin fee / account holder | $2,195 | $5,541-60.4% | $4,006-45.2% | $13,402-83.6% |