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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 | $160,307 | $93,598+71.3% | $135,974+17.9% | $75,173+113.3% |
| Participation rate | 88.7% | 75.2%+13.5pp | 81.9%+6.8pp | 67.2%+21.5pp |
| Annual return | 34.03% | 30.89%+3.1pp | 68.30%-34.3pp | 160.72%-126.7pp |
| Employer contribution / active EE | $10,607 | $3,538+199.8% | $4,859+118.3% | $2,671+297.1% |
| Participant deferral / active EE | $10,878 | $6,405+69.8% | $7,760+40.2% | $4,126+163.6% |
| Admin fee / account holder | $1,340 | $6,978-80.8% | $10,767-87.6% | $5,651-76.3% |