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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 | $167,005 | $108,825+53.5% | $156,181+6.9% | $82,448+102.6% |
| Participation rate | 87.5% | 72.4%+15.1pp | 78.8%+8.7pp | 68.1%+19.4pp |
| Annual return | 14.49% | 20.59%-6.1pp | 64.87%-50.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $3,490 | $2,870+21.6% | $4,294-18.7% | $2,551+36.8% |
| Participant deferral / active EE | $5,727 | $4,577+25.1% | $6,132-6.6% | $4,139+38.4% |
| Admin fee / account holder | $26,998 | $9,341+189.0% | $14,586+85.1% | $7,234+273.2% |