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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 | $81,233+98.4% | $155,567+3.6% | $80,874+99.2% |
| Participation rate | 97.4% | 66.2%+31.1pp | 78.2%+19.2pp | 67.6%+29.7pp |
| Annual return | 19.01% | 33.33%-14.3pp | 64.74%-45.7pp | 35.62%-16.6pp |
| Employer contribution / active EE | $10,487 | $3,101+238.2% | $4,674+124.4% | $2,756+280.5% |
| Participant deferral / active EE | $5,476 | $3,452+58.6% | $5,628-2.7% | $4,297+27.5% |
| Admin fee / account holder | $19,135 | $7,998+139.3% | $15,916+20.2% | $6,935+175.9% |