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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 | $132,610 | $48,364+174.2% | $71,796+84.7% | $62,881+110.9% |
| Participation rate | 84.8% | 60.6%+24.2pp | 69.1%+15.7pp | 69.3%+15.5pp |
| Annual return | 6.37% | 13.16%-6.8pp | 78.04%-71.7pp | 20.14%-13.8pp |
| Employer contribution / active EE | $4,709 | $1,042+352.0% | $1,924+144.7% | $2,281+106.5% |
| Participant deferral / active EE | $2,968 | $2,091+41.9% | $2,794+6.2% | $3,203-7.4% |
| Admin fee / account holder | $12,787 | $3,771+239.1% | $4,815+165.6% | $4,296+197.7% |