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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 | $217,360 | $104,694+107.6% | $85,709+153.6% | $167,536+29.7% |
| Participation rate | 95.5% | 76.4%+19.1pp | 69.9%+25.6pp | 82.1%+13.3pp |
| Annual return | 12.75% | 21.45%-8.7pp | 21.49%-8.7pp | 478.82%-466.1pp |
| Employer contribution / active EE | $867 | $3,337-74.0% | $2,619-66.9% | $4,839-82.1% |
| Participant deferral / active EE | $7,560 | $4,826+56.6% | $3,924+92.7% | $6,342+19.2% |
| Admin fee / account holder | $10,814 | $10,035+7.8% | $6,876+57.3% | $12,315-12.2% |