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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 | $183,441 | $87,106+110.6% | $105,607+73.7% | $80,935+126.7% |
| Participation rate | 88.1% | 70.4%+17.7pp | 75.3%+12.9pp | 67.7%+20.5pp |
| Annual return | 13.74% | 17.01%-3.3pp | 116.11%-102.4pp | 35.66%-21.9pp |
| Employer contribution / active EE | $5,413 | $2,396+125.9% | $3,167+70.9% | $2,757+96.4% |
| Participant deferral / active EE | $13,013 | $3,986+226.5% | $5,011+159.7% | $4,299+202.7% |
| Admin fee / account holder | $3,974 | $8,447-53.0% | $10,958-63.7% | $6,924-42.6% |