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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 | $158,541 | $94,766+67.3% | $112,923+40.4% | $139,487+13.7% |
| Participation rate | 95.8% | 81.3%+14.5pp | 80.5%+15.3pp | 80.3%+15.5pp |
| Annual return | 15.60% | 40.96%-25.4pp | 34.13%-18.5pp | 373.84%-358.2pp |
| Employer contribution / active EE | $8,330 | $4,636+79.7% | $4,570+82.3% | $4,755+75.2% |
| Participant deferral / active EE | $8,088 | $6,523+24.0% | $6,520+24.1% | $6,713+20.5% |
| Admin fee / account holder | $16,099 | $8,529+88.8% | $7,046+128.5% | $11,407+41.1% |