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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 | $176,801 | $106,749+65.6% | $145,433+21.6% | $82,448+114.4% |
| Participation rate | 96.8% | 75.6%+21.1pp | 82.1%+14.7pp | 68.1%+28.7pp |
| Annual return | 14.88% | 27.59%-12.7pp | 66.58%-51.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $4,839 | $3,444+40.5% | $4,554+6.2% | $2,551+89.7% |
| Participant deferral / active EE | $10,051 | $6,519+54.2% | $7,897+27.3% | $4,139+142.8% |
| Admin fee / account holder | $25,367 | $8,390+202.3% | $13,129+93.2% | $7,234+250.6% |