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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 | $71,197+112.5% | $93,669+61.5% | $80,925+86.9% |
| Participation rate | 86.8% | 60.4%+26.4pp | 68.7%+18.1pp | 67.7%+19.1pp |
| Annual return | 16.01% | 11.27%+4.7pp | 133.59%-117.6pp | 35.65%-19.6pp |
| Employer contribution / active EE | $1,971 | $1,565+26.0% | $2,424-18.7% | $2,756-28.5% |
| Participant deferral / active EE | $4,873 | $4,036+20.7% | $4,416+10.3% | $4,299+13.4% |
| Admin fee / account holder | $37,945 | $6,959+445.3% | $8,291+357.7% | $6,940+446.7% |