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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 | $153,958 | $53,127+189.8% | $86,587+77.8% | $70,131+119.5% |
| Participation rate | 91.8% | 65.3%+26.5pp | 73.5%+18.3pp | 69.5%+22.3pp |
| Annual return | 15.60% | 27.66%-12.1pp | 964.86%-949.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $2,402 | $2,068+16.2% | $2,839-15.4% | $2,342+2.6% |
| Participant deferral / active EE | $8,253 | $2,696+206.1% | $3,609+128.7% | $3,332+147.7% |
| Admin fee / account holder | $3,485 | $3,585-2.8% | $4,906-29.0% | $4,645-25.0% |