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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 | $167,635 | $77,638+115.9% | $156,551+7.1% | $62,881+166.6% |
| Participation rate | 88.1% | 71.2%+16.9pp | 84.0%+4.1pp | 69.3%+18.8pp |
| Annual return | 10.51% | 50.33%-39.8pp | 32.23%-21.7pp | 20.14%-9.6pp |
| Employer contribution / active EE | $7,741 | $3,444+124.8% | $5,501+40.7% | $2,281+239.4% |
| Participant deferral / active EE | $4,660 | $3,046+53.0% | $4,871-4.3% | $3,203+45.5% |
| Admin fee / account holder | $6,042 | $5,561+8.6% | $13,028-53.6% | $4,296+40.7% |