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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 | $205,686 | $71,197+188.9% | $93,669+119.6% | $80,925+154.2% |
| Participation rate | 94.6% | 60.4%+34.2pp | 68.7%+25.9pp | 67.7%+26.9pp |
| Annual return | 32.93% | 11.27%+21.7pp | 133.59%-100.7pp | 35.65%-2.7pp |
| Employer contribution / active EE | $5,788 | $1,565+269.9% | $2,424+138.8% | $2,756+110.0% |
| Participant deferral / active EE | $4,416 | $4,036+9.4% | $4,4160% | $4,299+2.7% |
| Admin fee / account holder | $1,003 | $6,959-85.6% | $8,291-87.9% | $6,940-85.5% |