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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 | $242,495 | $93,598+159.1% | $135,974+78.3% | $75,173+222.6% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 18.39% | 30.89%-12.5pp | 68.30%-49.9pp | 160.72%-142.3pp |
| Employer contribution / active EE | $1,001 | $3,538-71.7% | $4,859-79.4% | $2,671-62.5% |
| Participant deferral / active EE | $8,772 | $6,405+36.9% | $7,760+13.0% | $4,126+112.6% |
| Admin fee / account holder | $29,551 | $6,978+323.5% | $10,767+174.5% | $5,651+423.0% |