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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 | $164,060 | $110,379+48.6% | $102,412+60.2% | $145,884+12.5% |
| Participation rate | 94.7% | 77.9%+16.8pp | 74.5%+20.2pp | 80.3%+14.4pp |
| Annual return | 12.82% | 24.84%-12.0pp | 24.94%-12.1pp | 551.85%-539.0pp |
| Employer contribution / active EE | $5,333 | $4,216+26.5% | $3,870+37.8% | $4,662+14.4% |
| Participant deferral / active EE | $6,048 | $5,622+7.6% | $5,060+19.5% | $6,690-9.6% |
| Admin fee / account holder | $20,117 | $9,745+106.4% | $8,388+139.8% | $13,392+50.2% |