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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 | $170,195 | $114,119+49.1% | $107,187+58.8% | $138,895+22.5% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 79.9%+11.7pp |
| Annual return | 14.16% | 273.21%-259.0pp | 204.55%-190.4pp | 145.39%-131.2pp |
| Employer contribution / active EE | $2,712 | $4,059-33.2% | $3,782-28.3% | $4,194-35.3% |
| Participant deferral / active EE | $7,129 | $5,538+28.7% | $5,096+39.9% | $6,396+11.5% |
| Admin fee / account holder | $30,947 | $10,024+208.7% | $9,162+237.8% | $12,562+146.4% |