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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 | $164,908 | $124,330+32.6% | $109,173+51.1% | $167,536-1.6% |
| Participation rate | 95.2% | 79.5%+15.8pp | 75.9%+19.4pp | 82.1%+13.1pp |
| Annual return | 12.81% | 26.04%-13.2pp | 25.75%-12.9pp | 478.82%-466.0pp |
| Employer contribution / active EE | $12,139 | $4,209+188.4% | $3,723+226.1% | $4,839+150.9% |
| Participant deferral / active EE | $9,285 | $5,256+76.6% | $4,654+99.5% | $6,342+46.4% |
| Admin fee / account holder | $59,398 | $7,974+644.9% | $6,755+779.3% | $12,315+382.3% |