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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 | $174,910 | $97,648+79.1% | $121,663+43.8% | $87,485+99.9% |
| Participation rate | 76.9% | 70.5%+6.5pp | 74.5%+2.4pp | 68.9%+8.0pp |
| Annual return | 16.74% | 18.03%-1.3pp | 147.54%-130.8pp | 26.06%-9.3pp |
| Employer contribution / active EE | $2,421 | $2,300+5.3% | $3,020-19.8% | $2,596-6.7% |
| Participant deferral / active EE | $8,238 | $3,923+110.0% | $4,887+68.6% | $4,274+92.8% |
| Admin fee / account holder | $55,535 | $11,100+400.3% | $14,289+288.6% | $7,775+614.3% |