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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 | $175,803 | $101,778+72.7% | $164,975+6.6% | $80,925+117.2% |
| Participation rate | 94.4% | 71.8%+22.6pp | 78.6%+15.8pp | 67.7%+26.7pp |
| Annual return | 13.37% | 16.73%-3.4pp | 70.12%-56.8pp | 35.65%-22.3pp |
| Employer contribution / active EE | $4,489 | $2,954+52.0% | $4,343+3.4% | $2,756+62.9% |
| Participant deferral / active EE | $6,903 | $4,477+54.2% | $6,033+14.4% | $4,299+60.6% |
| Admin fee / account holder | $19,989 | $8,221+143.1% | $12,688+57.5% | $6,940+188.0% |