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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 | $173,285 | $86,288+100.8% | $111,306+55.7% | $85,851+101.8% |
| Participation rate | 96.2% | 73.3%+22.8pp | 77.3%+18.8pp | 69.3%+26.8pp |
| Annual return | 12.60% | 19.99%-7.4pp | 54.67%-42.1pp | 318.63%-306.0pp |
| Employer contribution / active EE | $3,071 | $2,044+50.3% | $2,732+12.4% | $2,565+19.7% |
| Participant deferral / active EE | $21,100 | $3,641+479.5% | $4,488+370.2% | $3,952+433.9% |
| Admin fee / account holder | $26,674 | $8,189+225.7% | $7,966+234.9% | $6,261+326.0% |