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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 | $160,595 | $88,672+81.1% | $105,223+52.6% | $82,448+94.8% |
| Participation rate | 96.0% | 67.9%+28.1pp | 75.0%+21.0pp | 68.1%+27.9pp |
| Annual return | 16.02% | 30.86%-14.8pp | 180.65%-164.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $4,953 | $3,048+62.5% | $3,689+34.3% | $2,551+94.1% |
| Participant deferral / active EE | $4,359 | $4,036+8.0% | $5,072-14.1% | $4,139+5.3% |
| Admin fee / account holder | $11,098 | $7,146+55.3% | $8,859+25.3% | $7,234+53.4% |