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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 | $94,031+66.5% | $115,768+35.2% | $82,448+89.9% |
| Participation rate | 80.6% | 70.4%+10.2pp | 74.4%+6.2pp | 68.1%+12.5pp |
| Annual return | 14.68% | 20.61%-5.9pp | 100.46%-85.8pp | 41.64%-27.0pp |
| Employer contribution / active EE | $3,899 | $2,323+67.8% | $2,940+32.6% | $2,551+52.8% |
| Participant deferral / active EE | $6,694 | $3,972+68.5% | $4,917+36.1% | $4,139+61.7% |
| Admin fee / account holder | $17,583 | $10,249+71.5% | $12,439+41.3% | $7,234+143.0% |