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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 | $169,691 | $81,276+108.8% | $155,574+9.1% | $80,925+109.7% |
| Participation rate | 97.0% | 66.2%+30.7pp | 78.2%+18.8pp | 67.7%+29.3pp |
| Annual return | 14.71% | 33.36%-18.6pp | 64.87%-50.2pp | 35.65%-20.9pp |
| Employer contribution / active EE | $10,539 | $3,103+239.6% | $4,676+125.4% | $2,756+282.4% |
| Participant deferral / active EE | $10,323 | $3,453+199.0% | $5,629+83.4% | $4,299+140.1% |
| Admin fee / account holder | $1,947 | $7,993-75.6% | $15,914-87.8% | $6,940-71.9% |