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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 | $171,101 | $72,071+137.4% | $68,368+150.3% | $137,256+24.7% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 17.19% | 353.14%-336.0pp | 292.57%-275.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $5,163 | $2,788+85.2% | $2,649+94.9% | $4,156+24.2% |
| Participant deferral / active EE | $8,500 | $4,410+92.7% | $4,123+106.2% | $6,407+32.7% |
| Admin fee / account holder | $4,469 | $5,336-16.2% | $5,150-13.2% | $12,270-63.6% |