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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 | $173,865 | $98,776+76.0% | $149,745+16.1% | $79,856+117.7% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.5%+0.9pp | 69.6%+13.7pp |
| Annual return | 18.24% | 27.38%-9.1pp | 276.72%-258.5pp | 31.71%-13.5pp |
| Employer contribution / active EE | $3,507 | $3,217+9.0% | $4,646-24.5% | $2,471+41.9% |
| Participant deferral / active EE | $8,264 | $5,681+45.5% | $6,843+20.8% | $3,741+120.9% |
| Admin fee / account holder | $10,038 | $6,053+65.8% | $9,312+7.8% | $5,306+89.2% |