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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 | $167,150 | $78,672+112.5% | $109,163+53.1% | $85,856+94.7% |
| Participation rate | 94.3% | 68.3%+26.1pp | 75.9%+18.5pp | 69.3%+25.0pp |
| Annual return | 14.77% | 25.09%-10.3pp | 25.75%-11.0pp | 318.58%-303.8pp |
| Employer contribution / active EE | $14,215 | $2,734+420.0% | $3,723+281.9% | $2,565+454.2% |
| Participant deferral / active EE | $5,064 | $3,467+46.0% | $4,654+8.8% | $3,952+28.1% |
| Admin fee / account holder | $7,551 | $5,470+38.1% | $6,754+11.8% | $6,261+20.6% |