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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 | $145,715 | $97,648+49.2% | $121,663+19.8% | $87,485+66.6% |
| Participation rate | 81.0% | 70.5%+10.5pp | 74.5%+6.5pp | 68.9%+12.0pp |
| Annual return | 16.65% | 18.03%-1.4pp | 147.54%-130.9pp | 26.06%-9.4pp |
| Employer contribution / active EE | $4,066 | $2,300+76.7% | $3,020+34.6% | $2,596+56.6% |
| Participant deferral / active EE | $5,506 | $3,923+40.3% | $4,887+12.7% | $4,274+28.8% |
| Admin fee / account holder | $17,718 | $11,100+59.6% | $14,289+24.0% | $7,775+127.9% |