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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 | $185,319 | $110,410+67.8% | $102,437+80.9% | $145,897+27.0% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 16.94% | 24.85%-7.9pp | 24.95%-8.0pp | 552.29%-535.3pp |
| Employer contribution / active EE | $14,817 | $4,217+251.4% | $3,871+282.8% | $4,663+217.8% |
| Participant deferral / active EE | $11,434 | $5,622+103.4% | $5,060+126.0% | $6,689+70.9% |
| Admin fee / account holder | $1,184 | $9,745-87.8% | $8,388-85.9% | $13,390-91.2% |