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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 | $155,826 | $99,994+55.8% | $146,647+6.3% | $85,851+81.5% |
| Participation rate | 82.8% | 73.1%+9.7pp | 80.1%+2.7pp | 69.3%+13.4pp |
| Annual return | 16.40% | 18.93%-2.5pp | 22.75%-6.3pp | 318.63%-302.2pp |
| Employer contribution / active EE | $5,172 | $2,559+102.1% | $4,137+25.0% | $2,565+101.6% |
| Participant deferral / active EE | $5,994 | $4,006+49.6% | $5,506+8.9% | $3,952+51.7% |
| Admin fee / account holder | $1,238 | $7,703-83.9% | $10,281-88.0% | $6,261-80.2% |