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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 | $163,255 | $95,415+71.1% | $185,851-12.2% | $85,851+90.2% |
| Participation rate | 98.9% | 68.8%+30.1pp | 81.7%+17.2pp | 69.3%+29.6pp |
| Annual return | 13.48% | 23.59%-10.1pp | 122.11%-108.6pp | 318.63%-305.2pp |
| Employer contribution / active EE | $6,860 | $3,314+107.0% | $5,168+32.7% | $2,565+167.4% |
| Participant deferral / active EE | $4,699 | $3,424+37.3% | $5,569-15.6% | $3,952+18.9% |
| Admin fee / account holder | $4,882 | $7,215-32.3% | $16,245-69.9% | $6,261-22.0% |