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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 | $158,746 | $103,387+53.5% | $87,102+82.3% | $152,885+3.8% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 24.65% | 28.10%-3.5pp | 28.19%-3.5pp | 345.39%-320.7pp |
| Employer contribution / active EE | $10,067 | $3,221+212.6% | $2,521+299.3% | $4,763+111.4% |
| Participant deferral / active EE | $6,111 | $4,778+27.9% | $4,048+51.0% | $5,851+4.5% |
| Admin fee / account holder | $34,918 | $12,193+186.4% | $7,491+366.1% | $11,598+201.1% |