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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 | $149,987 | $72,273+107.5% | $101,275+48.1% | $79,856+87.8% |
| Participation rate | 95.0% | 68.5%+26.5pp | 75.8%+19.2pp | 69.6%+25.4pp |
| Annual return | 13.23% | 22.30%-9.1pp | 46.48%-33.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $857 | $2,691-68.2% | $3,660-76.6% | $2,471-65.3% |
| Participant deferral / active EE | $11,148 | $3,282+239.7% | $4,371+155.1% | $3,741+198.0% |
| Admin fee / account holder | $23,741 | $4,401+439.4% | $5,948+299.1% | $5,306+347.4% |