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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 | $151,674 | $106,749+42.1% | $145,433+4.3% | $82,448+84.0% |
| Participation rate | 96.8% | 75.6%+21.1pp | 82.1%+14.7pp | 68.1%+28.7pp |
| Annual return | 15.15% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $5,068 | $3,444+47.1% | $4,554+11.3% | $2,551+98.7% |
| Participant deferral / active EE | $8,456 | $6,519+29.7% | $7,897+7.1% | $4,139+104.3% |
| Admin fee / account holder | $25,778 | $8,390+207.3% | $13,129+96.3% | $7,234+256.3% |