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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 | $117,421 | $45,152+160.1% | $73,836+59.0% | $59,633+96.9% |
| Participation rate | 87.1% | 64.0%+23.1pp | 73.4%+13.7pp | 68.7%+18.4pp |
| Annual return | 2.34% | 27.40%-25.1pp | 2268.06%-2265.7pp | 2041.45%-2039.1pp |
| Employer contribution / active EE | $2,496 | $1,901+31.3% | $2,787-10.5% | $2,203+13.3% |
| Participant deferral / active EE | $4,874 | $2,573+89.5% | $3,583+36.0% | $3,192+52.7% |
| Admin fee / account holder | $3,889 | $3,515+10.6% | $4,882-20.3% | $4,297-9.5% |