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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 | $175,626 | $81,208+116.3% | $98,920+77.5% | $79,856+119.9% |
| Participation rate | 96.0% | 72.5%+23.5pp | 76.0%+20.0pp | 69.6%+26.4pp |
| Annual return | 12.64% | 60.99%-48.4pp | 196.47%-183.8pp | 31.71%-19.1pp |
| Employer contribution / active EE | $2,081 | $1,960+6.2% | $2,689-22.6% | $2,471-15.8% |
| Participant deferral / active EE | $5,898 | $3,265+80.6% | $4,245+38.9% | $3,741+57.7% |
| Admin fee / account holder | $4,984 | $6,013-17.1% | $6,643-25.0% | $5,306-6.1% |