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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 | $58,275+148.9% | $81,844+77.2% | $80,935+79.2% |
| Participation rate | 96.5% | 63.5%+33.0pp | 72.4%+24.1pp | 67.7%+28.8pp |
| Annual return | 15.14% | 41.82%-26.7pp | 778.87%-763.7pp | 35.66%-20.5pp |
| Employer contribution / active EE | $3,396 | $2,346+44.8% | $2,916+16.5% | $2,757+23.2% |
| Participant deferral / active EE | $8,574 | $3,285+161.0% | $4,323+98.3% | $4,299+99.4% |
| Admin fee / account holder | $17,501 | $4,749+268.6% | $7,355+137.9% | $6,924+152.8% |