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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 | $167,414 | $91,559+82.8% | $133,971+25.0% | $79,852+109.7% |
| Participation rate | 92.3% | 73.3%+19.0pp | 79.8%+12.5pp | 69.6%+22.7pp |
| Annual return | 15.42% | 61.85%-46.4pp | 45.09%-29.7pp | 31.72%-16.3pp |
| Employer contribution / active EE | $5,225 | $2,384+119.2% | $3,919+33.3% | $2,471+111.4% |
| Participant deferral / active EE | $5,829 | $3,734+56.1% | $5,047+15.5% | $3,740+55.8% |
| Admin fee / account holder | $6,111 | $6,321-3.3% | $8,929-31.6% | $5,306+15.2% |