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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 | $61,056 | $53,128+14.9% | $86,582-29.5% | $70,126-12.9% |
| Participation rate | 91.1% | 65.3%+25.8pp | 73.5%+17.6pp | 69.5%+21.6pp |
| Annual return | 16.01% | 27.66%-11.7pp | 965.08%-949.1pp | 73.15%-57.1pp |
| Employer contribution / active EE | $3,832 | $2,068+85.3% | $2,839+34.9% | $2,343+63.6% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,213 | $3,584+101.3% | $4,904+47.1% | $4,645+55.3% |