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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 | $156,219 | $91,179+71.3% | $178,499-12.5% | $79,852+95.6% |
| Participation rate | 96.3% | 69.2%+27.0pp | 81.9%+14.3pp | 69.6%+26.6pp |
| Annual return | 12.47% | 24.19%-11.7pp | 151.10%-138.6pp | 31.72%-19.3pp |
| Employer contribution / active EE | $3,178 | $3,256-2.4% | $5,011-36.6% | $2,471+28.6% |
| Participant deferral / active EE | $4,452 | $3,236+37.6% | $5,202-14.4% | $3,740+19.0% |
| Admin fee / account holder | $3,486 | $6,749-48.3% | $13,986-75.1% | $5,306-34.3% |