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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 | $153,691 | $63,365+142.5% | $91,994+67.1% | $72,976+110.6% |
| Participation rate | 86.2% | 72.5%+13.7pp | 78.6%+7.6pp | 69.5%+16.7pp |
| Annual return | 22.24% | 35.35%-13.1pp | 69.04%-46.8pp | 81.02%-58.8pp |
| Employer contribution / active EE | $2,327 | $2,116+10.0% | $3,453-32.6% | $2,440-4.6% |
| Participant deferral / active EE | $9,354 | $4,883+91.6% | $5,924+57.9% | $3,608+159.3% |
| Admin fee / account holder | $17,456 | $4,670+273.8% | $7,744+125.4% | $5,124+240.7% |