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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 | $163,215 | $72,273+125.8% | $101,275+61.2% | $79,856+104.4% |
| Participation rate | 94.9% | 68.5%+26.5pp | 75.8%+19.1pp | 69.6%+25.3pp |
| Annual return | 21.17% | 22.30%-1.1pp | 46.48%-25.3pp | 31.71%-10.5pp |
| Employer contribution / active EE | $7,542 | $2,691+180.2% | $3,660+106.1% | $2,471+205.2% |
| Participant deferral / active EE | $11,349 | $3,282+245.8% | $4,371+159.7% | $3,741+203.4% |
| Admin fee / account holder | $14,833 | $4,401+237.0% | $5,948+149.4% | $5,306+179.5% |