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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 | $171,383 | $61,787+177.4% | $97,197+76.3% | $80,925+111.8% |
| Participation rate | 85.5% | 63.5%+22.0pp | 72.7%+12.8pp | 67.7%+17.8pp |
| Annual return | 18.63% | -558.16%+576.8pp | 75.47%-56.8pp | 35.65%-17.0pp |
| Employer contribution / active EE | $5,020 | $1,836+173.4% | $2,723+84.4% | $2,756+82.1% |
| Participant deferral / active EE | $6,627 | $3,027+118.9% | $4,263+55.4% | $4,299+54.2% |
| Admin fee / account holder | $754 | $5,170-85.4% | $5,637-86.6% | $6,940-89.1% |