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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 | $179,372 | $117,829+52.2% | $102,423+75.1% | $145,877+23.0% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 14.27% | 31.83%-17.6pp | 29.42%-15.2pp | 551.28%-537.0pp |
| Employer contribution / active EE | $4,086 | $3,615+13.0% | $3,023+35.2% | $4,663-12.4% |
| Participant deferral / active EE | $16,599 | $5,732+189.6% | $5,054+228.4% | $6,691+148.1% |
| Admin fee / account holder | $19,106 | $13,335+43.3% | $9,455+102.1% | $13,402+42.6% |