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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 | $122,927 | $72,177+70.3% | $115,038+6.9% | $59,633+106.1% |
| Participation rate | 91.5% | 72.6%+18.9pp | 81.4%+10.1pp | 68.7%+22.8pp |
| Annual return | 2.66% | 12.02%-9.4pp | 26.14%-23.5pp | 2041.45%-2038.8pp |
| Employer contribution / active EE | $6,569 | $2,841+131.2% | $4,608+42.6% | $2,203+198.2% |
| Participant deferral / active EE | $8,241 | $4,783+72.3% | $6,026+36.7% | $3,192+158.2% |
| Admin fee / account holder | $1,938 | $4,927-60.7% | $8,175-76.3% | $4,297-54.9% |