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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 | $96,731-41.3% | $123,973-54.2% | $86,983-34.7% |
| Participation rate | 76.0% | 70.0%+6.0pp | 76.7%-0.7pp | 69.5%+6.5pp |
| Annual return | 15.53% | 17.33%-1.8pp | 388.13%-372.6pp | 25.83%-10.3pp |
| Employer contribution / active EE | $12,763 | $3,297+287.1% | $4,126+209.4% | $2,584+393.9% |
| Participant deferral / active EE | $5,111 | $4,152+23.1% | $5,247-2.6% | $4,194+21.9% |
| Admin fee / account holder | $22,104 | $8,722+153.4% | $11,799+87.3% | $7,856+181.4% |