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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 | $134,537 | $48,364+178.2% | $71,796+87.4% | $62,881+114.0% |
| Participation rate | 76.3% | 60.6%+15.7pp | 69.1%+7.2pp | 69.3%+7.0pp |
| Annual return | 8.38% | 13.16%-4.8pp | 78.04%-69.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $6,461 | $1,042+520.1% | $1,924+235.7% | $2,281+183.3% |
| Participant deferral / active EE | $6,041 | $2,091+188.9% | $2,794+116.2% | $3,203+88.6% |
| Admin fee / account holder | $6,885 | $3,771+82.6% | $4,815+43.0% | $4,296+60.3% |