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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 | $108,420 | $124,175-12.7% | $108,4050% | $167,553-35.3% |
| Participation rate | 90.9% | 82.3%+8.6pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 15.52% | 1380.13%-1364.6pp | 905.55%-890.0pp | 478.89%-463.4pp |
| Employer contribution / active EE | $5,455 | $4,188+30.3% | $3,559+53.3% | $4,840+12.7% |
| Participant deferral / active EE | $3,947 | $6,908-42.9% | $6,563-39.9% | $6,343-37.8% |
| Admin fee / account holder | $1,330 | $9,457-85.9% | $7,297-81.8% | $12,316-89.2% |