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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 | $162,820 | $114,119+42.7% | $107,187+51.9% | $138,895+17.2% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 79.9%+12.9pp |
| Annual return | 17.12% | 273.21%-256.1pp | 204.55%-187.4pp | 145.39%-128.3pp |
| Employer contribution / active EE | $5,653 | $4,059+39.3% | $3,782+49.5% | $4,194+34.8% |
| Participant deferral / active EE | $10,533 | $5,538+90.2% | $5,096+106.7% | $6,396+64.7% |
| Admin fee / account holder | $13,862 | $10,024+38.3% | $9,162+51.3% | $12,562+10.3% |