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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 | $141,487 | $77,358+82.9% | $102,184+38.5% | $87,485+61.7% |
| Participation rate | 88.7% | 78.7%+10.1pp | 82.6%+6.1pp | 68.9%+19.8pp |
| Annual return | 15.64% | 41.11%-25.5pp | 31.58%-15.9pp | 26.06%-10.4pp |
| Employer contribution / active EE | $6,817 | $2,562+166.1% | $3,594+89.7% | $2,596+162.6% |
| Participant deferral / active EE | $17,366 | $6,753+157.2% | $8,309+109.0% | $4,274+306.4% |
| Admin fee / account holder | $21,380 | $6,809+214.0% | $11,609+84.2% | $7,775+175.0% |