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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 | $82,619 | $28,624+188.6% | $53,647+54.0% | $82,6370% |
| Participation rate | 84.8% | 47.3%+37.6pp | 56.3%+28.6pp | 68.1%+16.8pp |
| Annual return | 16.25% | 664.98%-648.7pp | 358.33%-342.1pp | 53.51%-37.3pp |
| Employer contribution / active EE | $2,967 | $637+366.0% | $962+208.4% | $2,552+16.3% |
| Participant deferral / active EE | $1,962 | $1,196+64.0% | $1,813+8.2% | $4,126-52.5% |
| Admin fee / account holder | $4,424 | $2,022+118.8% | $2,460+79.9% | $7,339-39.7% |