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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 | $111,784 | $56,200+98.9% | $67,653+65.2% | $59,633+87.5% |
| Participation rate | 76.5% | 71.5%+5.0pp | 75.7%+0.8pp | 68.7%+7.8pp |
| Annual return | 8.73% | 18506.71%-18498.0pp | 6625.22%-6616.5pp | 2041.40%-2032.7pp |
| Employer contribution / active EE | $2,321 | $1,615+43.7% | $2,266+2.4% | $2,203+5.4% |
| Participant deferral / active EE | $4,814 | $2,843+69.3% | $3,560+35.2% | $3,192+50.8% |
| Admin fee / account holder | $87,279 | $3,959+2104.7% | $4,821+1710.4% | $4,297+1931.1% |