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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 | $189,674 | $72,071+163.2% | $68,368+177.4% | $137,256+38.2% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.8%+21.5pp | 80.0%+15.3pp |
| Annual return | 16.13% | 353.14%-337.0pp | 292.57%-276.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $5,483 | $2,788+96.7% | $2,649+107.0% | $4,156+31.9% |
| Participant deferral / active EE | $14,095 | $4,410+219.6% | $4,123+241.9% | $6,407+120.0% |
| Admin fee / account holder | $18,765 | $5,336+251.7% | $5,150+264.4% | $12,270+52.9% |