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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 | $75,520 | $50,554+49.4% | $67,681+11.6% | $87,485-13.7% |
| Participation rate | 97.4% | 67.7%+29.7pp | 73.7%+23.7pp | 68.9%+28.5pp |
| Annual return | 18.68% | 17.81%+0.9pp | 590.58%-571.9pp | 26.06%-7.4pp |
| Employer contribution / active EE | $5,583 | $1,988+180.8% | $2,678+108.5% | $2,596+115.1% |
| Participant deferral / active EE | $4,951 | $2,961+67.2% | $3,976+24.5% | $4,274+15.8% |
| Admin fee / account holder | $1,330 | $4,132-67.8% | $6,100-78.2% | $7,775-82.9% |