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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 | $145,061 | $58,258+149.0% | $81,820+77.3% | $80,925+79.3% |
| Participation rate | 96.5% | 63.5%+33.0pp | 72.4%+24.1pp | 67.7%+28.8pp |
| Annual return | 15.14% | 41.76%-26.6pp | 777.93%-762.8pp | 35.65%-20.5pp |
| Employer contribution / active EE | $3,396 | $2,345+44.8% | $2,915+16.5% | $2,756+23.2% |
| Participant deferral / active EE | $8,574 | $3,284+161.1% | $4,323+98.4% | $4,299+99.5% |
| Admin fee / account holder | $17,501 | $4,976+251.7% | $7,391+136.8% | $6,940+152.2% |