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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 | $145,854 | $80,983+80.1% | $96,544+51.1% | $75,177+94.0% |
| Participation rate | 86.7% | 71.8%+14.9pp | 76.0%+10.7pp | 67.2%+19.5pp |
| Annual return | 13.81% | 27.05%-13.2pp | 25.88%-12.1pp | 160.75%-146.9pp |
| Employer contribution / active EE | $5,388 | $2,282+136.1% | $2,966+81.6% | $2,671+101.7% |
| Participant deferral / active EE | $5,015 | $3,929+27.7% | $4,851+3.4% | $4,126+21.5% |
| Admin fee / account holder | $50,814 | $6,717+656.5% | $8,254+515.6% | $5,651+799.1% |