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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 | $151,713 | $58,311+160.2% | $81,882+85.3% | $80,959+87.4% |
| Participation rate | 89.8% | 63.5%+26.3pp | 72.4%+17.4pp | 67.7%+22.1pp |
| Annual return | 13.57% | 41.85%-28.3pp | 779.47%-765.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $2,897 | $2,347+23.5% | $2,916-0.6% | $2,757+5.1% |
| Participant deferral / active EE | $4,370 | $3,287+32.9% | $4,323+1.1% | $4,300+1.6% |
| Admin fee / account holder | $12,028 | $4,752+153.1% | $7,360+63.4% | $6,925+73.7% |