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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 | $198,591 | $153,769+29.1% | $133,975+48.2% | $273,972-27.5% |
| Participation rate | 94.7% | 88.4%+6.4pp | 87.1%+7.7pp | 83.0%+11.7pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.29%-29.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $14,124 | $6,029+134.3% | $5,211+171.0% | $4,869+190.1% |
| Participant deferral / active EE | $16,104 | $6,958+131.4% | $6,282+156.4% | $5,287+204.6% |
| Admin fee / account holder | $634 | $11,765-94.6% | $9,324-93.2% | $10,133-93.7% |