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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 | $168,218 | $110,337+52.5% | $102,383+64.3% | $145,877+15.3% |
| Participation rate | 95.7% | 77.9%+17.7pp | 74.5%+21.1pp | 80.3%+15.3pp |
| Annual return | 15.32% | 24.83%-9.5pp | 24.94%-9.6pp | 551.28%-536.0pp |
| Employer contribution / active EE | $14,418 | $4,216+242.0% | $3,870+272.5% | $4,663+209.2% |
| Participant deferral / active EE | $12,575 | $5,621+123.7% | $5,060+148.5% | $6,691+88.0% |
| Admin fee / account holder | $3,178 | $9,750-67.4% | $8,391-62.1% | $13,402-76.3% |