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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 | $150,383 | $98,240+53.1% | $82,313+82.7% | $147,585+1.9% |
| Participation rate | 95.2% | 79.7%+15.5pp | 76.9%+18.3pp | 82.8%+12.4pp |
| Annual return | 13.63% | 30.85%-17.2pp | 25.88%-12.2pp | 578.58%-565.0pp |
| Employer contribution / active EE | $1,731 | $3,192-45.8% | $2,428-28.7% | $4,876-64.5% |
| Participant deferral / active EE | $6,331 | $4,383+44.4% | $3,706+70.8% | $5,439+16.4% |
| Admin fee / account holder | $77,777 | $8,563+808.3% | $5,608+1286.9% | $10,886+614.5% |