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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 | $144,203 | $106,864+34.9% | $147,318-2.1% | $82,637+74.5% |
| Participation rate | 88.6% | 75.5%+13.1pp | 82.1%+6.6pp | 68.1%+20.6pp |
| Annual return | 27.21% | 27.49%-0.3pp | 70.43%-43.2pp | 53.51%-26.3pp |
| Employer contribution / active EE | $7,207 | $3,417+110.9% | $4,593+56.9% | $2,552+182.4% |
| Participant deferral / active EE | $14,025 | $6,496+115.9% | $7,906+77.4% | $4,126+239.9% |
| Admin fee / account holder | $22,015 | $8,415+161.6% | $13,708+60.6% | $7,339+200.0% |