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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 | $163,723 | $106,247+54.1% | $96,515+69.6% | $139,466+17.4% |
| Participation rate | 94.4% | 77.8%+16.6pp | 74.3%+20.1pp | 80.3%+14.1pp |
| Annual return | 23.45% | 38.47%-15.0pp | 35.73%-12.3pp | 373.66%-350.2pp |
| Employer contribution / active EE | $10,639 | $4,106+159.1% | $3,740+184.5% | $4,754+123.8% |
| Participant deferral / active EE | $7,711 | $5,456+41.3% | $4,880+58.0% | $6,712+14.9% |
| Admin fee / account holder | $69,748 | $7,885+784.6% | $6,735+935.5% | $11,409+511.4% |