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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 | $190,159 | $53,127+257.9% | $86,587+119.6% | $70,131+171.1% |
| Participation rate | 97.2% | 65.3%+31.9pp | 73.5%+23.7pp | 69.5%+27.7pp |
| Annual return | 14.25% | 27.66%-13.4pp | 964.86%-950.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $3,728 | $2,068+80.3% | $2,839+31.3% | $2,342+59.2% |
| Participant deferral / active EE | $1,866 | $2,696-30.8% | $3,609-48.3% | $3,332-44.0% |
| Admin fee / account holder | $4,809 | $3,585+34.1% | $4,906-2.0% | $4,645+3.5% |