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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 | $144,202 | $95,959+50.3% | $97,411+48.0% | $138,895+3.8% |
| Participation rate | 95.2% | 81.8%+13.4pp | 80.4%+14.9pp | 79.9%+15.3pp |
| Annual return | 14.37% | 29.30%-14.9pp | 34.72%-20.3pp | 145.39%-131.0pp |
| Employer contribution / active EE | $10,708 | $4,278+150.3% | $4,210+154.3% | $4,194+155.3% |
| Participant deferral / active EE | $3,788 | $5,876-35.5% | $5,886-35.6% | $6,396-40.8% |
| Admin fee / account holder | $30,828 | $7,555+308.0% | $7,145+331.5% | $12,562+145.4% |