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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 | $145,756 | $103,392+41.0% | $87,104+67.3% | $152,897-4.7% |
| Participation rate | 94.4% | 79.4%+15.1pp | 76.9%+17.6pp | 82.5%+12.0pp |
| Annual return | 18.15% | 28.10%-10.0pp | 28.19%-10.0pp | 345.43%-327.3pp |
| Employer contribution / active EE | $3,828 | $3,221+18.9% | $2,521+51.8% | $4,764-19.6% |
| Participant deferral / active EE | $6,127 | $4,778+28.2% | $4,048+51.3% | $5,851+4.7% |
| Admin fee / account holder | $18,953 | $12,194+55.4% | $7,491+153.0% | $11,599+63.4% |