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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 | $142,485 | $93,345+52.6% | $119,126+19.6% | $87,485+62.9% |
| Participation rate | 92.7% | 68.7%+24.0pp | 75.8%+17.0pp | 68.9%+23.8pp |
| Annual return | 15.33% | 19.08%-3.7pp | 282.11%-266.8pp | 26.06%-10.7pp |
| Employer contribution / active EE | $11,268 | $3,172+255.3% | $4,034+179.3% | $2,596+334.0% |
| Participant deferral / active EE | $8,889 | $4,099+116.9% | $5,318+67.2% | $4,274+108.0% |
| Admin fee / account holder | $14,017 | $8,039+74.4% | $10,693+31.1% | $7,775+80.3% |