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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 | $161,131 | $81,358+98.1% | $155,556+3.6% | $80,959+99.0% |
| Participation rate | 97.4% | 66.3%+31.1pp | 78.2%+19.1pp | 67.7%+29.7pp |
| Annual return | 19.01% | 33.39%-14.4pp | 64.84%-45.8pp | 35.67%-16.7pp |
| Employer contribution / active EE | $10,487 | $3,106+237.6% | $4,675+124.3% | $2,757+280.3% |
| Participant deferral / active EE | $5,476 | $3,455+58.5% | $5,631-2.7% | $4,300+27.3% |
| Admin fee / account holder | $19,135 | $7,994+139.4% | $15,885+20.5% | $6,925+176.3% |