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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 | $170,111 | $125,190+35.9% | $105,624+61.1% | $145,897+16.6% |
| Participation rate | 95.8% | 77.6%+18.2pp | 75.3%+20.6pp | 80.3%+15.5pp |
| Annual return | 14.02% | 225.22%-211.2pp | 116.20%-102.2pp | 552.29%-538.3pp |
| Employer contribution / active EE | $2,546 | $3,720-31.6% | $3,168-19.6% | $4,663-45.4% |
| Participant deferral / active EE | $3,944 | $5,716-31.0% | $5,013-21.3% | $6,689-41.0% |
| Admin fee / account holder | $876 | $17,138-94.9% | $10,961-92.0% | $13,390-93.5% |