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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 | $160,061 | $99,994+60.1% | $146,647+9.1% | $85,851+86.4% |
| Participation rate | 98.8% | 73.1%+25.7pp | 80.1%+18.7pp | 69.3%+29.4pp |
| Annual return | 13.14% | 18.93%-5.8pp | 22.75%-9.6pp | 318.63%-305.5pp |
| Employer contribution / active EE | $3,260 | $2,559+27.4% | $4,137-21.2% | $2,565+27.1% |
| Participant deferral / active EE | $6,008 | $4,006+50.0% | $5,506+9.1% | $3,952+52.0% |
| Admin fee / account holder | $19,456 | $7,703+152.6% | $10,281+89.3% | $6,261+210.8% |