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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 | $178,572 | $75,541+136.4% | $152,093+17.4% | $82,637+116.1% |
| Participation rate | 90.0% | 66.5%+23.5pp | 77.8%+12.2pp | 68.1%+21.9pp |
| Annual return | 15.36% | 32.56%-17.2pp | 66.36%-51.0pp | 53.51%-38.1pp |
| Employer contribution / active EE | $5,700 | $2,622+117.4% | $4,175+36.5% | $2,552+123.4% |
| Participant deferral / active EE | $7,855 | $3,206+145.0% | $5,451+44.1% | $4,126+90.4% |
| Admin fee / account holder | $21,213 | $6,405+231.2% | $14,497+46.3% | $7,339+189.0% |