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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 | $160,014 | $73,978+116.3% | $96,515+65.8% | $75,173+112.9% |
| Participation rate | 98.0% | 66.4%+31.6pp | 74.3%+23.7pp | 67.2%+30.8pp |
| Annual return | 13.72% | 26.72%-13.0pp | 35.73%-22.0pp | 160.72%-147.0pp |
| Employer contribution / active EE | $9,109 | $2,931+210.8% | $3,740+143.6% | $2,671+241.0% |
| Participant deferral / active EE | $1,747 | $3,660-52.3% | $4,880-64.2% | $4,126-57.7% |
| Admin fee / account holder | $11,360 | $5,219+117.7% | $6,735+68.7% | $5,651+101.0% |