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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 | $177,943 | $113,338+57.0% | $94,993+87.3% | $147,586+20.6% |
| Participation rate | 87.5% | 78.0%+9.5pp | 73.9%+13.6pp | 82.8%+4.7pp |
| Annual return | 11.96% | 20.80%-8.8pp | 27.14%-15.2pp | 578.59%-566.6pp |
| Employer contribution / active EE | $3,163 | $3,160+0.1% | $2,603+21.5% | $4,876-35.1% |
| Participant deferral / active EE | $5,755 | $3,777+52.4% | $3,317+73.5% | $5,439+5.8% |
| Admin fee / account holder | $15,633 | $6,063+157.9% | $4,960+215.2% | $10,886+43.6% |