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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 | $143,585 | $81,457+76.3% | $103,378+38.9% | $80,911+77.5% |
| Participation rate | 82.4% | 66.8%+15.5pp | 74.5%+7.8pp | 67.6%+14.7pp |
| Annual return | 22.24% | 25.58%-3.3pp | 24.91%-2.7pp | 35.63%-13.4pp |
| Employer contribution / active EE | $11,166 | $3,107+259.3% | $3,870+188.5% | $2,756+305.2% |
| Participant deferral / active EE | $4,303 | $3,871+11.2% | $5,058-14.9% | $4,297+0.1% |
| Admin fee / account holder | $13,940 | $6,717+107.6% | $8,401+65.9% | $6,935+101.0% |