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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 | $61,815+177.2% | $97,295+76.1% | $80,959+111.7% |
| Participation rate | 85.5% | 63.5%+22.0pp | 72.7%+12.8pp | 67.7%+17.8pp |
| Annual return | 18.63% | -558.73%+577.4pp | 75.62%-57.0pp | 35.67%-17.0pp |
| Employer contribution / active EE | $5,020 | $1,836+173.3% | $2,723+84.4% | $2,757+82.1% |
| Participant deferral / active EE | $6,627 | $3,027+118.9% | $4,264+55.4% | $4,300+54.1% |
| Admin fee / account holder | $754 | $5,166-85.4% | $5,646-86.6% | $6,925-89.1% |