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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 | $96,136+144.3% | $135,987+72.7% | $80,925+190.3% |
| Participation rate | 86.7% | 71.2%+15.4pp | 76.4%+10.2pp | 67.7%+19.0pp |
| Annual return | 16.88% | 28.70%-11.8pp | 580.01%-563.1pp | 35.65%-18.8pp |
| Employer contribution / active EE | $12,597 | $3,350+276.1% | $4,214+199.0% | $2,756+357.0% |
| Participant deferral / active EE | $3,027 | $5,706-46.9% | $7,027-56.9% | $4,299-29.6% |
| Admin fee / account holder | $1,846 | $8,236-77.6% | $6,716-72.5% | $6,940-73.4% |