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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 | $127,590 | $47,848+166.7% | $81,473+56.6% | $70,126+81.9% |
| Participation rate | 92.3% | 58.3%+34.0pp | 68.0%+24.4pp | 69.5%+22.8pp |
| Annual return | 14.03% | 27.25%-13.2pp | 38.78%-24.8pp | 73.15%-59.1pp |
| Employer contribution / active EE | $5,866 | $1,527+284.1% | $2,568+128.4% | $2,343+150.4% |
| Participant deferral / active EE | $4,174 | $2,453+70.2% | $3,537+18.0% | $3,332+25.3% |
| Admin fee / account holder | $422 | $3,145-86.6% | $4,561-90.8% | $4,645-90.9% |