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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 | $119,329 | $35,183+239.2% | $73,550+62.2% | $70,126+70.2% |
| Participation rate | 93.9% | 42.9%+50.9pp | 54.9%+39.0pp | 69.5%+24.3pp |
| Annual return | 20.03% | 26.90%-6.9pp | -15.16%+35.2pp | 73.15%-53.1pp |
| Employer contribution / active EE | $5,598 | $709+689.9% | $1,219+359.2% | $2,343+139.0% |
| Participant deferral / active EE | $4,112 | $1,220+237.1% | $1,804+127.9% | $3,332+23.4% |
| Admin fee / account holder | $6,210 | $2,302+169.7% | $2,320+167.7% | $4,645+33.7% |