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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 | $106,864+41.9% | $147,318+3.0% | $82,637+83.5% |
| Participation rate | 96.8% | 75.5%+21.3pp | 82.1%+14.7pp | 68.1%+28.7pp |
| Annual return | 15.15% | 27.49%-12.3pp | 70.43%-55.3pp | 53.51%-38.4pp |
| Employer contribution / active EE | $5,068 | $3,417+48.3% | $4,593+10.3% | $2,552+98.6% |
| Participant deferral / active EE | $8,456 | $6,496+30.2% | $7,906+7.0% | $4,126+104.9% |
| Admin fee / account holder | $25,778 | $8,415+206.3% | $13,708+88.1% | $7,339+251.3% |