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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 | $137,461 | $53,128+158.7% | $86,582+58.8% | $70,126+96.0% |
| Participation rate | 81.3% | 65.3%+15.9pp | 73.5%+7.7pp | 69.5%+11.7pp |
| Annual return | 17.50% | 27.66%-10.2pp | 965.08%-947.6pp | 73.15%-55.6pp |
| Employer contribution / active EE | $6,818 | $2,068+229.7% | $2,839+140.1% | $2,343+191.0% |
| Participant deferral / active EE | $2,950 | $2,695+9.5% | $3,609-18.2% | $3,332-11.5% |
| Admin fee / account holder | $1,886 | $3,584-47.4% | $4,904-61.5% | $4,645-59.4% |