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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 | $101,950+53.6% | $125,529+24.7% | $86,983+80.0% |
| Participation rate | 80.6% | 70.2%+10.4pp | 74.7%+5.9pp | 69.5%+11.1pp |
| Annual return | 14.68% | 18.29%-3.6pp | 202.56%-187.9pp | 25.83%-11.2pp |
| Employer contribution / active EE | $3,899 | $2,358+65.3% | $3,058+27.5% | $2,584+50.9% |
| Participant deferral / active EE | $6,694 | $3,862+73.3% | $4,813+39.1% | $4,194+59.6% |
| Admin fee / account holder | $17,583 | $12,791+37.5% | $16,298+7.9% | $7,856+123.8% |