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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 | $156,087 | $106,864+46.1% | $147,318+6.0% | $82,637+88.9% |
| Participation rate | 87.2% | 75.5%+11.7pp | 82.1%+5.1pp | 68.1%+19.1pp |
| Annual return | 18.00% | 27.49%-9.5pp | 70.43%-52.4pp | 53.51%-35.5pp |
| Employer contribution / active EE | $7,873 | $3,417+130.4% | $4,593+71.4% | $2,552+208.5% |
| Participant deferral / active EE | $7,610 | $6,496+17.2% | $7,906-3.7% | $4,126+84.4% |
| Admin fee / account holder | $12,907 | $8,415+53.4% | $13,708-5.8% | $7,339+75.9% |