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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 | $56,824 | $93,345-39.1% | $119,126-52.3% | $87,485-35.0% |
| Participation rate | 76.0% | 68.7%+7.3pp | 75.8%+0.2pp | 68.9%+7.1pp |
| Annual return | 15.53% | 19.08%-3.6pp | 282.11%-266.6pp | 26.06%-10.5pp |
| Employer contribution / active EE | $12,763 | $3,172+302.4% | $4,034+216.4% | $2,596+391.6% |
| Participant deferral / active EE | $5,111 | $4,099+24.7% | $5,318-3.9% | $4,274+19.6% |
| Admin fee / account holder | $22,104 | $8,039+175.0% | $10,693+106.7% | $7,775+184.3% |