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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 | $129,294 | $73,107+76.9% | $114,563+12.9% | $87,485+47.8% |
| Participation rate | 81.3% | 65.8%+15.5pp | 72.9%+8.3pp | 68.9%+12.3pp |
| Annual return | 15.37% | 19.47%-4.1pp | 241.09%-225.7pp | 26.06%-10.7pp |
| Employer contribution / active EE | $2,156 | $1,881+14.6% | $2,592-16.8% | $2,596-17.0% |
| Participant deferral / active EE | $7,783 | $3,144+147.6% | $4,142+87.9% | $4,274+82.1% |
| Admin fee / account holder | $46,508 | $5,770+706.1% | $7,623+510.1% | $7,775+498.2% |