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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 | $232,240 | $58,234+298.8% | $81,783+184.0% | $80,874+187.2% |
| Participation rate | 91.2% | 63.4%+27.8pp | 72.4%+18.9pp | 67.6%+23.6pp |
| Annual return | 13.99% | 41.70%-27.7pp | 775.05%-761.1pp | 35.62%-21.6pp |
| Employer contribution / active EE | $3,608 | $2,341+54.1% | $2,913+23.9% | $2,756+30.9% |
| Participant deferral / active EE | $11,000 | $3,283+235.1% | $4,320+154.6% | $4,297+156.0% |
| Admin fee / account holder | $7,606 | $4,982+52.7% | $7,380+3.1% | $6,935+9.7% |