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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 | $151,612 | $87,733+72.8% | $106,555+42.3% | $85,847+76.6% |
| Participation rate | 94.1% | 71.9%+22.2pp | 76.1%+18.0pp | 69.3%+24.8pp |
| Annual return | 11.43% | 21.86%-10.4pp | 26.80%-15.4pp | 318.61%-307.2pp |
| Employer contribution / active EE | $4,307 | $2,073+107.8% | $2,819+52.7% | $2,565+67.9% |
| Participant deferral / active EE | $5,354 | $3,469+54.3% | $4,399+21.7% | $3,952+35.5% |
| Admin fee / account holder | $28,611 | $6,767+322.8% | $7,408+286.2% | $6,261+357.0% |