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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 | $154,714 | $96,731+59.9% | $123,973+24.8% | $86,983+77.9% |
| Participation rate | 93.2% | 70.0%+23.2pp | 76.7%+16.5pp | 69.5%+23.6pp |
| Annual return | 13.26% | 17.33%-4.1pp | 388.13%-374.9pp | 25.83%-12.6pp |
| Employer contribution / active EE | $6,805 | $3,297+106.4% | $4,126+64.9% | $2,584+163.3% |
| Participant deferral / active EE | $7,543 | $4,152+81.7% | $5,247+43.8% | $4,194+79.9% |
| Admin fee / account holder | $12,645 | $8,722+45.0% | $11,799+7.2% | $7,856+61.0% |