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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 | $164,694 | $105,284+56.4% | $150,734+9.3% | $94,015+75.2% |
| Participation rate | 93.0% | 71.7%+21.3pp | 78.4%+14.6pp | 70.8%+22.2pp |
| Annual return | 14.21% | 15.67%-1.5pp | 600.81%-586.6pp | 17.84%-3.6pp |
| Employer contribution / active EE | $2,238 | $3,599-37.8% | $4,918-54.5% | $2,790-19.8% |
| Participant deferral / active EE | $2,158 | $4,274-49.5% | $5,610-61.5% | $4,249-49.2% |
| Admin fee / account holder | $10,263 | $9,839+4.3% | $14,905-31.1% | $8,951+14.7% |