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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 | $121,896 | $53,841+126.4% | $75,731+61.0% | $85,851+42.0% |
| Participation rate | 75.0% | 69.0%+6.0pp | 74.8%+0.2pp | 69.3%+5.7pp |
| Annual return | 15.05% | 24.54%-9.5pp | 104.65%-89.6pp | 318.63%-303.6pp |
| Employer contribution / active EE | $4,086 | $2,017+102.6% | $2,743+49.0% | $2,565+59.3% |
| Participant deferral / active EE | $7,718 | $2,895+166.6% | $3,820+102.0% | $3,952+95.3% |
| Admin fee / account holder | $10,447 | $3,340+212.8% | $3,620+188.6% | $6,261+66.9% |