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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 | $162,423 | $77,472+109.7% | $100,392+61.8% | $80,935+100.7% |
| Participation rate | 96.7% | 76.9%+19.7pp | 81.5%+15.2pp | 67.7%+29.0pp |
| Annual return | 12.69% | 37.26%-24.6pp | 49.45%-36.8pp | 35.66%-23.0pp |
| Employer contribution / active EE | $5,771 | $2,800+106.1% | $3,941+46.4% | $2,757+109.3% |
| Participant deferral / active EE | $14,934 | $6,818+119.0% | $8,090+84.6% | $4,299+247.4% |
| Admin fee / account holder | $12,039 | $5,885+104.6% | $7,904+52.3% | $6,924+73.9% |