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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 | $234,887 | $96,236+144.1% | $133,698+75.7% | $80,959+190.1% |
| Participation rate | 86.7% | 71.2%+15.5pp | 76.4%+10.2pp | 67.7%+19.0pp |
| Annual return | 16.88% | 28.74%-11.9pp | 580.90%-564.0pp | 35.67%-18.8pp |
| Employer contribution / active EE | $12,597 | $3,350+276.0% | $4,218+198.7% | $2,757+356.9% |
| Participant deferral / active EE | $3,027 | $5,709-47.0% | $7,016-56.9% | $4,300-29.6% |
| Admin fee / account holder | $1,846 | $8,250-77.6% | $6,703-72.5% | $6,925-73.4% |