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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 | $169,100 | $107,368+57.5% | $92,915+82.0% | $152,909+10.6% |
| Participation rate | 93.3% | 79.8%+13.5pp | 76.0%+17.3pp | 82.5%+10.9pp |
| Annual return | 21.98% | 145.64%-123.7pp | 109.45%-87.5pp | 345.46%-323.5pp |
| Employer contribution / active EE | $2,169 | $4,222-48.6% | $3,653-40.6% | $4,764-54.5% |
| Participant deferral / active EE | $4,855 | $4,848+0.1% | $4,238+14.6% | $5,851-17.0% |
| Admin fee / account holder | $33,456 | $7,082+372.4% | $5,796+477.3% | $11,601+188.4% |