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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 | $158,460 | $88,996+78.1% | $78,004+103.1% | $138,895+14.1% |
| Participation rate | 94.1% | 74.4%+19.8pp | 69.4%+24.7pp | 79.9%+14.2pp |
| Annual return | 16.27% | 28.03%-11.8pp | 31.07%-14.8pp | 145.39%-129.1pp |
| Employer contribution / active EE | $3,372 | $2,917+15.6% | $2,469+36.6% | $4,194-19.6% |
| Participant deferral / active EE | $7,306 | $4,724+54.7% | $4,092+78.6% | $6,396+14.2% |
| Admin fee / account holder | $120,458 | $8,807+1267.7% | $7,578+1489.6% | $12,562+858.9% |