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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 | $233,213 | $78,670+196.4% | $109,173+113.6% | $85,847+171.7% |
| Participation rate | 97.2% | 68.3%+28.9pp | 75.9%+21.3pp | 69.3%+27.9pp |
| Annual return | 15.22% | 25.09%-9.9pp | 25.75%-10.5pp | 318.61%-303.4pp |
| Employer contribution / active EE | $3,142 | $2,734+14.9% | $3,723-15.6% | $2,565+22.5% |
| Participant deferral / active EE | $8,401 | $3,467+142.3% | $4,654+80.5% | $3,952+112.6% |
| Admin fee / account holder | $1,391 | $5,469-74.6% | $6,755-79.4% | $6,261-77.8% |