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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 | $162,891 | $53,128+206.6% | $86,582+88.1% | $70,126+132.3% |
| Participation rate | 90.5% | 65.3%+25.2pp | 73.5%+17.0pp | 69.5%+21.0pp |
| Annual return | 15.28% | 27.66%-12.4pp | 965.08%-949.8pp | 73.15%-57.9pp |
| Employer contribution / active EE | $3,227 | $2,068+56.0% | $2,839+13.6% | $2,343+37.7% |
| Participant deferral / active EE | $4,953 | $2,695+83.8% | $3,609+37.3% | $3,332+48.7% |
| Admin fee / account holder | $4,127 | $3,584+15.2% | $4,904-15.8% | $4,645-11.2% |