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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 | $141,186 | $91,760+53.9% | $156,181-9.6% | $67,986+107.7% |
| Participation rate | 99.0% | 65.0%+34.0pp | 78.8%+20.2pp | 57.2%+41.8pp |
| Annual return | 15.20% | 18.14%-2.9pp | 64.87%-49.7pp | 31.67%-16.5pp |
| Employer contribution / active EE | $3,007 | $2,419+24.3% | $4,294-30.0% | $2,019+49.0% |
| Participant deferral / active EE | $8,663 | $3,960+118.7% | $6,132+41.3% | $3,358+158.0% |
| Admin fee / account holder | $17,632 | $3,949+346.6% | $14,586+20.9% | $3,203+450.5% |