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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 | $213,123 | $63,342+236.5% | $92,235+131.1% | $70,131+203.9% |
| Participation rate | 76.0% | 68.7%+7.3pp | 76.5%-0.5pp | 69.5%+6.5pp |
| Annual return | 20.53% | 530.15%-509.6pp | 176.28%-155.8pp | 73.14%-52.6pp |
| Employer contribution / active EE | $2,909 | $2,471+17.7% | $3,679-20.9% | $2,342+24.2% |
| Participant deferral / active EE | $6,673 | $2,854+133.9% | $3,897+71.3% | $3,332+100.3% |
| Admin fee / account holder | $1,955 | $3,840-49.1% | $5,194-62.4% | $4,645-57.9% |