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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 | $176,861 | $114,119+55.0% | $107,187+65.0% | $138,895+27.3% |
| Participation rate | 95.8% | 78.1%+17.8pp | 75.0%+20.8pp | 79.9%+15.9pp |
| Annual return | 14.61% | 273.21%-258.6pp | 204.55%-189.9pp | 145.39%-130.8pp |
| Employer contribution / active EE | $12,056 | $4,059+197.0% | $3,782+218.8% | $4,194+187.4% |
| Participant deferral / active EE | $9,389 | $5,538+69.5% | $5,096+84.2% | $6,396+46.8% |
| Admin fee / account holder | $9,425 | $10,024-6.0% | $9,162+2.9% | $12,562-25.0% |