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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 | $167,313 | $68,398+144.6% | $94,664+76.7% | $75,173+122.6% |
| Participation rate | 81.6% | 76.1%+5.6pp | 80.8%+0.8pp | 67.2%+14.4pp |
| Annual return | 15.99% | 616.72%-600.7pp | 156.84%-140.8pp | 160.72%-144.7pp |
| Employer contribution / active EE | $1,107 | $2,701-59.0% | $3,673-69.9% | $2,671-58.6% |
| Participant deferral / active EE | $9,847 | $6,537+50.6% | $7,417+32.8% | $4,126+138.6% |
| Admin fee / account holder | $7,600 | $5,324+42.7% | $7,222+5.2% | $5,651+34.5% |