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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 | $170,908 | $72,273+136.5% | $101,275+68.8% | $79,856+114.0% |
| Participation rate | 97.6% | 68.5%+29.1pp | 75.8%+21.8pp | 69.6%+27.9pp |
| Annual return | 16.31% | 22.30%-6.0pp | 46.48%-30.2pp | 31.71%-15.4pp |
| Employer contribution / active EE | $18,995 | $2,691+605.8% | $3,660+419.0% | $2,471+668.7% |
| Participant deferral / active EE | $2,258 | $3,282-31.2% | $4,371-48.3% | $3,741-39.6% |
| Admin fee / account holder | $27,452 | $4,401+523.7% | $5,948+361.5% | $5,306+417.3% |