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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 | $75,167 | $57,330+31.1% | $86,656-13.3% | $75,1770% |
| Participation rate | 92.2% | 63.2%+29.0pp | 71.7%+20.5pp | 67.2%+25.0pp |
| Annual return | 18.06% | 2675.40%-2657.3pp | 593.09%-575.0pp | 160.75%-142.7pp |
| Employer contribution / active EE | $3,335 | $2,316+44.0% | $3,025+10.2% | $2,671+24.8% |
| Participant deferral / active EE | $5,482 | $3,320+65.1% | $4,439+23.5% | $4,126+32.9% |
| Admin fee / account holder | $3,411 | $4,115-17.1% | $5,619-39.3% | $5,651-39.6% |