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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 | $161,411 | $53,128+203.8% | $86,582+86.4% | $70,126+130.2% |
| Participation rate | 80.5% | 65.3%+15.2pp | 73.5%+6.9pp | 69.5%+10.9pp |
| Annual return | 18.68% | 27.66%-9.0pp | 965.08%-946.4pp | 73.15%-54.5pp |
| Employer contribution / active EE | $3,220 | $2,068+55.7% | $2,839+13.4% | $2,343+37.5% |
| Participant deferral / active EE | $5,508 | $2,695+104.4% | $3,609+52.6% | $3,332+65.3% |
| Admin fee / account holder | $1,979 | $3,584-44.8% | $4,904-59.7% | $4,645-57.4% |