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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 | $70,366+147.8% | $66,674+161.5% | $138,895+25.5% |
| Participation rate | 93.3% | 76.2%+17.2pp | 73.7%+19.7pp | 79.9%+13.4pp |
| Annual return | 13.52% | 386.41%-372.9pp | 321.24%-307.7pp | 145.39%-131.9pp |
| Employer contribution / active EE | $13,027 | $2,765+371.1% | $2,620+397.2% | $4,194+210.6% |
| Participant deferral / active EE | $8,639 | $4,374+97.5% | $4,084+111.5% | $6,396+35.1% |
| Admin fee / account holder | $1,755 | $5,262-66.6% | $5,098-65.6% | $12,562-86.0% |