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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 | $150,460 | $101,950+47.6% | $125,529+19.9% | $86,983+73.0% |
| Participation rate | 98.1% | 70.2%+28.0pp | 74.7%+23.4pp | 69.5%+28.6pp |
| Annual return | 12.65% | 18.29%-5.6pp | 202.56%-189.9pp | 25.83%-13.2pp |
| Employer contribution / active EE | $5,477 | $2,358+132.2% | $3,058+79.1% | $2,584+111.9% |
| Participant deferral / active EE | $8,320 | $3,862+115.4% | $4,813+72.9% | $4,194+98.4% |
| Admin fee / account holder | $12,226 | $12,791-4.4% | $16,298-25.0% | $7,856+55.6% |