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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 | $134,872 | $29,319+360.0% | $52,425+157.3% | $82,448+63.6% |
| Participation rate | 96.6% | 46.9%+49.7pp | 55.6%+40.9pp | 68.1%+28.5pp |
| Annual return | 16.20% | 535.20%-519.0pp | 302.12%-285.9pp | 41.64%-25.4pp |
| Employer contribution / active EE | $4,162 | $586+609.8% | $914+355.3% | $2,551+63.2% |
| Participant deferral / active EE | $3,341 | $1,171+185.2% | $1,790+86.6% | $4,139-19.3% |
| Admin fee / account holder | $9,631 | $1,962+390.9% | $2,495+286.0% | $7,234+33.1% |