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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 | $147,382 | $78,682+87.3% | $109,188+35.0% | $85,851+71.7% |
| Participation rate | 96.8% | 68.3%+28.5pp | 75.9%+20.9pp | 69.3%+27.5pp |
| Annual return | 18.08% | 25.09%-7.0pp | 25.76%-7.7pp | 318.63%-300.6pp |
| Employer contribution / active EE | $3,007 | $2,734+10.0% | $3,723-19.2% | $2,565+17.2% |
| Participant deferral / active EE | $6,737 | $3,468+94.3% | $4,654+44.8% | $3,952+70.5% |
| Admin fee / account holder | $1,916 | $5,470-65.0% | $6,755-71.6% | $6,261-69.4% |