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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 | $187,928 | $72,273+160.0% | $101,275+85.6% | $79,856+135.3% |
| Participation rate | 86.1% | 68.5%+17.7pp | 75.8%+10.3pp | 69.6%+16.5pp |
| Annual return | 13.49% | 22.30%-8.8pp | 46.48%-33.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,888 | $2,691+7.3% | $3,660-21.1% | $2,471+16.9% |
| Participant deferral / active EE | $7,315 | $3,282+122.9% | $4,371+67.4% | $3,741+95.6% |
| Admin fee / account holder | $14,658 | $4,401+233.0% | $5,948+146.4% | $5,306+176.2% |