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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 | $186,765 | $91,537+104.0% | $130,045+43.6% | $75,173+148.4% |
| Participation rate | 92.0% | 71.5%+20.5pp | 78.5%+13.5pp | 67.2%+24.8pp |
| Annual return | 19.18% | -631.55%+650.7pp | -137.30%+156.5pp | 160.72%-141.5pp |
| Employer contribution / active EE | $5,001 | $2,845+75.8% | $4,321+15.7% | $2,671+87.3% |
| Participant deferral / active EE | $7,477 | $4,343+72.2% | $5,820+28.5% | $4,126+81.2% |
| Admin fee / account holder | $778 | $6,780-88.5% | $10,600-92.7% | $5,651-86.2% |