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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 | $164,301 | $81,276+102.2% | $155,574+5.6% | $80,925+103.0% |
| Participation rate | 95.3% | 66.2%+29.1pp | 78.2%+17.1pp | 67.7%+27.7pp |
| Annual return | 11.75% | 33.36%-21.6pp | 64.87%-53.1pp | 35.65%-23.9pp |
| Employer contribution / active EE | $8,655 | $3,103+178.9% | $4,676+85.1% | $2,756+214.0% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,981 | $7,993+62.4% | $15,914-18.4% | $6,940+87.0% |