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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 | $85,228 | $76,407+11.5% | $150,298-43.3% | $82,448+3.4% |
| Participation rate | 82.9% | 66.4%+16.5pp | 77.8%+5.1pp | 68.1%+14.8pp |
| Annual return | 20.86% | 39.99%-19.1pp | 62.79%-41.9pp | 41.64%-20.8pp |
| Employer contribution / active EE | $4,430 | $2,614+69.5% | $4,154+6.7% | $2,551+73.7% |
| Participant deferral / active EE | $9,222 | $3,214+186.9% | $5,453+69.1% | $4,139+122.8% |
| Admin fee / account holder | $22,872 | $6,352+260.1% | $14,116+62.0% | $7,234+216.2% |