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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 | $157,062 | $65,027+141.5% | $90,970+72.7% | $79,852+96.7% |
| Participation rate | 93.3% | 61.6%+31.7pp | 69.0%+24.3pp | 69.6%+23.7pp |
| Annual return | 18.77% | 30.45%-11.7pp | 134.58%-115.8pp | 31.72%-13.0pp |
| Employer contribution / active EE | $3,700 | $1,247+196.6% | $2,122+74.3% | $2,471+49.7% |
| Participant deferral / active EE | $4,237 | $2,512+68.7% | $3,373+25.6% | $3,740+13.3% |
| Admin fee / account holder | $1,862 | $4,535-58.9% | $5,960-68.8% | $5,306-64.9% |