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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 | $154,856 | $86,288+79.5% | $111,306+39.1% | $85,851+80.4% |
| Participation rate | 97.4% | 73.3%+24.1pp | 77.3%+20.1pp | 69.3%+28.1pp |
| Annual return | 11.62% | 19.99%-8.4pp | 54.67%-43.1pp | 318.63%-307.0pp |
| Employer contribution / active EE | $2,564 | $2,044+25.5% | $2,732-6.1% | $2,565-0.1% |
| Participant deferral / active EE | $5,139 | $3,641+41.1% | $4,488+14.5% | $3,952+30.0% |
| Admin fee / account holder | $15,902 | $8,189+94.2% | $7,966+99.6% | $6,261+154.0% |