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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 | $157,479 | $102,422+53.8% | $147,117+7.0% | $80,959+94.5% |
| Participation rate | 90.5% | 75.9%+14.7pp | 82.2%+8.4pp | 67.7%+22.9pp |
| Annual return | 14.21% | 135.16%-120.9pp | 420.54%-406.3pp | 35.67%-21.5pp |
| Employer contribution / active EE | $3,584 | $3,717-3.6% | $4,932-27.3% | $2,757+30.0% |
| Participant deferral / active EE | $8,413 | $6,652+26.5% | $8,065+4.3% | $4,300+95.6% |
| Admin fee / account holder | $31,922 | $7,953+301.4% | $12,993+145.7% | $6,925+361.0% |