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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 | $150,961 | $51,184+194.9% | $66,439+127.2% | $86,983+73.6% |
| Participation rate | 73.4% | 68.5%+5.0pp | 74.5%-1.1pp | 69.5%+3.9pp |
| Annual return | 10.98% | 17.07%-6.1pp | 757.66%-746.7pp | 25.83%-14.9pp |
| Employer contribution / active EE | $2,802 | $2,023+38.5% | $2,637+6.3% | $2,584+8.4% |
| Participant deferral / active EE | $3,892 | $2,927+33.0% | $3,876+0.4% | $4,194-7.2% |
| Admin fee / account holder | $8,710 | $4,154+109.7% | $6,173+41.1% | $7,856+10.9% |