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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 | $150,727 | $104,251+44.6% | $91,004+65.6% | $147,586+2.1% |
| Participation rate | 91.7% | 78.2%+13.4pp | 75.6%+16.1pp | 82.8%+8.8pp |
| Annual return | 12.33% | 27.06%-14.7pp | 4.60%+7.7pp | 578.59%-566.3pp |
| Employer contribution / active EE | $5,070 | $3,116+62.7% | $2,456+106.4% | $4,876+4.0% |
| Participant deferral / active EE | $5,444 | $4,195+29.8% | $3,548+53.5% | $5,439+0.1% |
| Admin fee / account holder | $4,988 | $8,948-44.3% | $5,417-7.9% | $10,886-54.2% |