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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 | $132,551 | $58,714+125.8% | $142,874-7.2% | $85,856+54.4% |
| Participation rate | 92.6% | 58.5%+34.1pp | 72.0%+20.6pp | 69.3%+23.3pp |
| Annual return | 12.25% | 27.73%-15.5pp | 5638.58%-5626.3pp | 318.58%-306.3pp |
| Employer contribution / active EE | $2,142 | $1,423+50.5% | $4,145-48.3% | $2,565-16.5% |
| Participant deferral / active EE | $3,499 | $2,608+34.2% | $3,838-8.8% | $3,952-11.5% |
| Admin fee / account holder | $6,677 | $4,241+57.5% | $6,561+1.8% | $6,261+6.7% |