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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 | $160,901 | $78,670+104.5% | $109,173+47.4% | $85,847+87.4% |
| Participation rate | 96.2% | 68.3%+27.9pp | 75.9%+20.3pp | 69.3%+26.8pp |
| Annual return | 14.08% | 25.09%-11.0pp | 25.75%-11.7pp | 318.61%-304.5pp |
| Employer contribution / active EE | $14,138 | $2,734+417.1% | $3,723+279.8% | $2,565+451.1% |
| Participant deferral / active EE | $2,161 | $3,467-37.7% | $4,654-53.6% | $3,952-45.3% |
| Admin fee / account holder | $21,092 | $5,469+285.6% | $6,755+212.2% | $6,261+236.9% |