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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 | $158,685 | $106,247+49.4% | $96,515+64.4% | $139,466+13.8% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 26.74% | 38.47%-11.7pp | 35.73%-9.0pp | 373.66%-346.9pp |
| Employer contribution / active EE | $10,952 | $4,106+166.7% | $3,740+192.9% | $4,754+130.4% |
| Participant deferral / active EE | $11,721 | $5,456+114.8% | $4,880+140.2% | $6,712+74.6% |
| Admin fee / account holder | $13,653 | $7,885+73.2% | $6,735+102.7% | $11,409+19.7% |