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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 | $122,958 | $55,889+120.0% | $76,119+61.5% | $80,935+51.9% |
| Participation rate | 83.7% | 62.1%+21.7pp | 69.1%+14.6pp | 67.7%+16.1pp |
| Annual return | 10.62% | 20.58%-10.0pp | 361.25%-350.6pp | 35.66%-25.0pp |
| Employer contribution / active EE | $5,217 | $1,866+179.6% | $2,693+93.7% | $2,757+89.2% |
| Participant deferral / active EE | $6,261 | $3,051+105.2% | $4,259+47.0% | $4,299+45.6% |
| Admin fee / account holder | $22,634 | $5,241+331.8% | $6,421+252.5% | $6,924+226.9% |