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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 | $144,844 | $111,814+29.5% | $103,374+40.1% | $145,959-0.8% |
| Participation rate | 95.5% | 77.9%+17.5pp | 74.5%+20.9pp | 80.3%+15.2pp |
| Annual return | 26.20% | 24.77%+1.4pp | 24.89%+1.3pp | 561.95%-535.8pp |
| Employer contribution / active EE | $13,046 | $4,214+209.6% | $3,869+237.2% | $4,661+179.9% |
| Participant deferral / active EE | $5,716 | $5,618+1.7% | $5,058+13.0% | $6,689-14.5% |
| Admin fee / account holder | $18,733 | $9,754+92.0% | $8,394+123.2% | $13,398+39.8% |