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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 | $120,360 | $52,580+128.9% | $71,671+67.9% | $70,126+71.6% |
| Participation rate | 83.3% | 60.9%+22.5pp | 68.7%+14.6pp | 69.5%+13.8pp |
| Annual return | 14.09% | 20.25%-6.2pp | 20.65%-6.6pp | 73.15%-59.1pp |
| Employer contribution / active EE | $737 | $1,616-54.4% | $2,460-70.0% | $2,343-68.5% |
| Participant deferral / active EE | $6,645 | $2,386+178.5% | $3,438+93.3% | $3,332+99.5% |
| Admin fee / account holder | $33,577 | $3,653+819.2% | $5,558+504.1% | $4,645+622.8% |