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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 | $158,652 | $73,107+117.0% | $114,563+38.5% | $87,485+81.3% |
| Participation rate | 97.2% | 65.8%+31.4pp | 72.9%+24.3pp | 68.9%+28.3pp |
| Annual return | 15.58% | 19.47%-3.9pp | 241.09%-225.5pp | 26.06%-10.5pp |
| Employer contribution / active EE | $3,364 | $1,881+78.8% | $2,592+29.8% | $2,596+29.6% |
| Participant deferral / active EE | $6,597 | $3,144+109.8% | $4,142+59.3% | $4,274+54.4% |
| Admin fee / account holder | $3,366 | $5,770-41.7% | $7,623-55.8% | $7,775-56.7% |