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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 | $176,532 | $99,994+76.5% | $146,647+20.4% | $85,851+105.6% |
| Participation rate | 97.7% | 73.1%+24.7pp | 80.1%+17.7pp | 69.3%+28.4pp |
| Annual return | 12.22% | 18.93%-6.7pp | 22.75%-10.5pp | 318.63%-306.4pp |
| Employer contribution / active EE | $2,382 | $2,559-6.9% | $4,137-42.4% | $2,565-7.1% |
| Participant deferral / active EE | $8,764 | $4,006+118.8% | $5,506+59.2% | $3,952+121.7% |
| Admin fee / account holder | $7,553 | $7,703-2.0% | $10,281-26.5% | $6,261+20.6% |