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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 | $154,835 | $106,864+44.9% | $147,318+5.1% | $82,637+87.4% |
| Participation rate | 90.9% | 75.5%+15.4pp | 82.1%+8.8pp | 68.1%+22.9pp |
| Annual return | 17.14% | 27.49%-10.4pp | 70.43%-53.3pp | 53.51%-36.4pp |
| Employer contribution / active EE | $4,583 | $3,417+34.1% | $4,593-0.2% | $2,552+79.6% |
| Participant deferral / active EE | $11,983 | $6,496+84.5% | $7,906+51.6% | $4,126+190.4% |
| Admin fee / account holder | $17,227 | $8,415+104.7% | $13,708+25.7% | $7,339+134.7% |