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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 | $160,670 | $115,225+39.4% | $100,712+59.5% | $138,895+15.7% |
| Participation rate | 85.7% | 74.3%+11.4pp | 69.3%+16.4pp | 79.9%+5.8pp |
| Annual return | 12.08% | 40.35%-28.3pp | 33.27%-21.2pp | 145.39%-133.3pp |
| Employer contribution / active EE | $10,454 | $2,771+277.2% | $2,313+352.0% | $4,194+149.2% |
| Participant deferral / active EE | $14,330 | $4,699+204.9% | $4,085+250.8% | $6,396+124.0% |
| Admin fee / account holder | $18,262 | $10,844+68.4% | $9,256+97.3% | $12,562+45.4% |