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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 | $118,281 | $73,978+59.9% | $96,515+22.6% | $75,173+57.3% |
| Participation rate | 96.3% | 66.4%+29.9pp | 74.3%+21.9pp | 67.2%+29.1pp |
| Annual return | 15.60% | 26.72%-11.1pp | 35.73%-20.1pp | 160.72%-145.1pp |
| Employer contribution / active EE | $4,755 | $2,931+62.2% | $3,740+27.2% | $2,671+78.0% |
| Participant deferral / active EE | $12,361 | $3,660+237.7% | $4,880+153.3% | $4,126+199.6% |
| Admin fee / account holder | $23,880 | $5,219+357.6% | $6,735+254.5% | $5,651+322.6% |