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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 | $63,346+236.4% | $92,240+131.1% | $70,126+203.9% |
| Participation rate | 76.0% | 68.7%+7.3pp | 76.5%-0.5pp | 69.5%+6.5pp |
| Annual return | 20.53% | 530.19%-509.7pp | 176.29%-155.8pp | 73.15%-52.6pp |
| Employer contribution / active EE | $2,909 | $2,471+17.7% | $3,680-20.9% | $2,343+24.2% |
| Participant deferral / active EE | $6,673 | $2,854+133.8% | $3,897+71.2% | $3,332+100.3% |
| Admin fee / account holder | $1,955 | $3,841-49.1% | $5,194-62.4% | $4,646-57.9% |