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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 | $165,540 | $105,198+57.4% | $159,455+3.8% | $85,856+92.8% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.8%+14.5pp | 69.3%+28.0pp |
| Annual return | 13.15% | 45.08%-31.9pp | 263.63%-250.5pp | 318.58%-305.4pp |
| Employer contribution / active EE | $764 | $3,319-77.0% | $4,830-84.2% | $2,565-70.2% |
| Participant deferral / active EE | $7,061 | $5,946+18.8% | $7,353-4.0% | $3,952+78.7% |
| Admin fee / account holder | $16,950 | $6,934+144.4% | $10,800+56.9% | $6,261+170.7% |