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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 | $58,258+298.6% | $81,820+183.8% | $80,925+187.0% |
| Participation rate | 91.2% | 63.5%+27.8pp | 72.4%+18.8pp | 67.7%+23.6pp |
| Annual return | 13.99% | 41.76%-27.8pp | 777.93%-763.9pp | 35.65%-21.7pp |
| Employer contribution / active EE | $3,608 | $2,345+53.8% | $2,915+23.8% | $2,756+30.9% |
| Participant deferral / active EE | $11,000 | $3,284+235.0% | $4,323+154.5% | $4,299+155.9% |
| Admin fee / account holder | $7,606 | $4,976+52.8% | $7,391+2.9% | $6,940+9.6% |