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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 | $186,177 | $63,346+193.9% | $92,240+101.8% | $70,126+165.5% |
| Participation rate | 93.3% | 68.7%+24.7pp | 76.5%+16.9pp | 69.5%+23.8pp |
| Annual return | 18.29% | 530.19%-511.9pp | 176.29%-158.0pp | 73.15%-54.9pp |
| Employer contribution / active EE | $6,759 | $2,471+173.5% | $3,680+83.7% | $2,343+188.5% |
| Participant deferral / active EE | $6,573 | $2,854+130.3% | $3,897+68.7% | $3,332+97.3% |
| Admin fee / account holder | $2,729 | $3,841-29.0% | $5,194-47.5% | $4,645-41.3% |