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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 | $88,373 | $53,128+66.3% | $86,582+2.1% | $70,126+26.0% |
| Participation rate | 88.1% | 65.3%+22.8pp | 73.5%+14.5pp | 69.5%+18.6pp |
| Annual return | 17.66% | 27.66%-10.0pp | 965.08%-947.4pp | 73.15%-55.5pp |
| Employer contribution / active EE | $1,223 | $2,068-40.9% | $2,839-56.9% | $2,343-47.8% |
| Participant deferral / active EE | $6,611 | $2,695+145.3% | $3,609+83.2% | $3,332+98.4% |
| Admin fee / account holder | $9,456 | $3,584+163.9% | $4,904+92.8% | $4,645+103.6% |