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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 | $179,201 | $108,825+64.7% | $156,181+14.7% | $82,448+117.4% |
| Participation rate | 89.8% | 72.4%+17.5pp | 78.8%+11.0pp | 68.1%+21.8pp |
| Annual return | 13.20% | 20.59%-7.4pp | 64.87%-51.7pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,313 | $2,870-54.2% | $4,294-69.4% | $2,551-48.5% |
| Participant deferral / active EE | $8,993 | $4,577+96.5% | $6,132+46.6% | $4,139+117.2% |
| Admin fee / account holder | $20,221 | $9,341+116.5% | $14,586+38.6% | $7,234+179.5% |