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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 | $171,335 | $72,071+137.7% | $68,368+150.6% | $137,256+24.8% |
| Participation rate | 94.4% | 76.2%+18.2pp | 73.8%+20.7pp | 80.0%+14.5pp |
| Annual return | 18.05% | 353.14%-335.1pp | 292.57%-274.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $10,528 | $2,788+277.6% | $2,649+297.4% | $4,156+153.3% |
| Participant deferral / active EE | $13,129 | $4,410+197.7% | $4,123+218.5% | $6,407+104.9% |
| Admin fee / account holder | $1,304 | $5,336-75.6% | $5,150-74.7% | $12,270-89.4% |