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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 | $169,170 | $100,970+67.5% | $96,576+75.2% | $137,256+23.3% |
| Participation rate | 90.0% | 82.6%+7.4pp | 81.4%+8.6pp | 80.0%+10.0pp |
| Annual return | 14.63% | 38.16%-23.5pp | 38.47%-23.8pp | 220.34%-205.7pp |
| Employer contribution / active EE | $10,863 | $3,809+185.2% | $3,553+205.7% | $4,156+161.4% |
| Participant deferral / active EE | $4,521 | $8,286-45.4% | $7,956-43.2% | $6,407-29.4% |
| Admin fee / account holder | $624 | $11,312-94.5% | $11,381-94.5% | $12,270-94.9% |