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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 | $160,528 | $106,749+50.4% | $145,433+10.4% | $82,448+94.7% |
| Participation rate | 97.6% | 75.6%+21.9pp | 82.1%+15.5pp | 68.1%+29.5pp |
| Annual return | 17.70% | 27.59%-9.9pp | 66.58%-48.9pp | 41.64%-23.9pp |
| Employer contribution / active EE | $5,753 | $3,444+67.0% | $4,554+26.3% | $2,551+125.5% |
| Participant deferral / active EE | $14,291 | $6,519+119.2% | $7,897+81.0% | $4,139+245.2% |
| Admin fee / account holder | $15,908 | $8,390+89.6% | $13,129+21.2% | $7,234+119.9% |