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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 | $156,546 | $97,648+60.3% | $121,663+28.7% | $87,485+78.9% |
| Participation rate | 80.6% | 70.5%+10.1pp | 74.5%+6.1pp | 68.9%+11.7pp |
| Annual return | 14.68% | 18.03%-3.3pp | 147.54%-132.9pp | 26.06%-11.4pp |
| Employer contribution / active EE | $3,899 | $2,300+69.5% | $3,020+29.1% | $2,596+50.2% |
| Participant deferral / active EE | $6,694 | $3,923+70.6% | $4,887+37.0% | $4,274+56.6% |
| Admin fee / account holder | $17,583 | $11,100+58.4% | $14,289+23.0% | $7,775+126.1% |