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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 | $162,324 | $72,273+124.6% | $101,275+60.3% | $79,856+103.3% |
| Participation rate | 89.4% | 68.5%+20.9pp | 75.8%+13.6pp | 69.6%+19.7pp |
| Annual return | 14.78% | 22.30%-7.5pp | 46.48%-31.7pp | 31.71%-16.9pp |
| Employer contribution / active EE | $3,149 | $2,691+17.0% | $3,660-14.0% | $2,471+27.4% |
| Participant deferral / active EE | $5,322 | $3,282+62.2% | $4,371+21.8% | $3,741+42.3% |
| Admin fee / account holder | $963 | $4,401-78.1% | $5,948-83.8% | $5,306-81.8% |