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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 | $151,061 | $69,273+118.1% | $90,796+66.4% | $82,637+82.8% |
| Participation rate | 94.6% | 64.0%+30.6pp | 69.5%+25.1pp | 68.1%+26.5pp |
| Annual return | 13.31% | 18.37%-5.1pp | 19.29%-6.0pp | 53.51%-40.2pp |
| Employer contribution / active EE | $3,101 | $1,865+66.2% | $2,294+35.2% | $2,552+21.5% |
| Participant deferral / active EE | $4,266 | $3,047+40.0% | $3,822+11.6% | $4,126+3.4% |
| Admin fee / account holder | $13,429 | $5,511+143.7% | $7,024+91.2% | $7,339+83.0% |