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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 | $122,429 | $48,314+153.4% | $67,561+81.2% | $80,925+51.3% |
| Participation rate | 74.1% | 66.4%+7.7pp | 72.9%+1.2pp | 67.7%+6.4pp |
| Annual return | 17.07% | 18.28%-1.2pp | 3525.44%-3508.4pp | 35.65%-18.6pp |
| Employer contribution / active EE | $4,625 | $2,022+128.7% | $2,735+69.1% | $2,756+67.8% |
| Participant deferral / active EE | $8,696 | $2,927+197.1% | $4,003+117.2% | $4,299+102.3% |
| Admin fee / account holder | $969 | $3,690-73.7% | $4,006-75.8% | $6,940-86.0% |