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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 | $145,392 | $91,198+59.4% | $178,503-18.5% | $79,856+82.1% |
| Participation rate | 97.3% | 69.2%+28.1pp | 81.9%+15.4pp | 69.6%+27.7pp |
| Annual return | 16.76% | 24.20%-7.4pp | 151.12%-134.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $5,902 | $3,257+81.2% | $5,011+17.8% | $2,471+138.8% |
| Participant deferral / active EE | $3,948 | $3,237+22.0% | $5,202-24.1% | $3,741+5.5% |
| Admin fee / account holder | $2,724 | $6,748-59.6% | $13,987-80.5% | $5,306-48.7% |