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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 | $178,119 | $111,535+59.7% | $105,223+69.3% | $137,256+29.8% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 80.0%+1.9pp |
| Annual return | 15.19% | 237.85%-222.7pp | 180.65%-165.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $4,545 | $3,939+15.4% | $3,689+23.2% | $4,156+9.4% |
| Participant deferral / active EE | $12,156 | $5,500+121.0% | $5,072+139.7% | $6,407+89.7% |
| Admin fee / account holder | $28,818 | $9,721+196.4% | $8,859+225.3% | $12,270+134.9% |