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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 | $70,366+143.5% | $66,674+157.0% | $138,895+23.4% |
| Participation rate | 94.4% | 76.2%+18.3pp | 73.7%+20.8pp | 79.9%+14.5pp |
| Annual return | 18.05% | 386.41%-368.4pp | 321.24%-303.2pp | 145.39%-127.3pp |
| Employer contribution / active EE | $10,528 | $2,765+280.8% | $2,620+301.8% | $4,194+151.0% |
| Participant deferral / active EE | $13,129 | $4,374+200.2% | $4,084+221.5% | $6,396+105.3% |
| Admin fee / account holder | $1,304 | $5,262-75.2% | $5,098-74.4% | $12,562-89.6% |