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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 | $172,699 | $72,273+139.0% | $101,275+70.5% | $79,856+116.3% |
| Participation rate | 88.1% | 68.5%+19.7pp | 75.8%+12.3pp | 69.6%+18.5pp |
| Annual return | 16.18% | 22.30%-6.1pp | 46.48%-30.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,832 | $2,691+5.2% | $3,660-22.6% | $2,471+14.6% |
| Participant deferral / active EE | $7,472 | $3,282+127.7% | $4,371+71.0% | $3,741+99.7% |
| Admin fee / account holder | $11,720 | $4,401+166.3% | $5,948+97.0% | $5,306+120.9% |