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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 | $174,378 | $72,071+142.0% | $68,368+155.1% | $137,256+27.0% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.0%+13.4pp |
| Annual return | 13.52% | 353.14%-339.6pp | 292.57%-279.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $13,027 | $2,788+367.3% | $2,649+391.8% | $4,156+213.5% |
| Participant deferral / active EE | $8,639 | $4,410+95.9% | $4,123+109.6% | $6,407+34.8% |
| Admin fee / account holder | $1,755 | $5,336-67.1% | $5,150-65.9% | $12,270-85.7% |