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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 | $151,273 | $71,230+112.4% | $93,727+61.4% | $80,959+86.9% |
| Participation rate | 86.8% | 60.4%+26.4pp | 68.7%+18.1pp | 67.7%+19.1pp |
| Annual return | 16.01% | 11.26%+4.8pp | 133.83%-117.8pp | 35.67%-19.7pp |
| Employer contribution / active EE | $1,971 | $1,565+25.9% | $2,421-18.6% | $2,757-28.5% |
| Participant deferral / active EE | $4,873 | $4,037+20.7% | $4,417+10.3% | $4,300+13.3% |
| Admin fee / account holder | $37,945 | $6,961+445.1% | $8,292+357.6% | $6,925+447.9% |