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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 | $173,374 | $108,825+59.3% | $156,181+11.0% | $82,448+110.3% |
| Participation rate | 94.7% | 72.4%+22.4pp | 78.8%+15.9pp | 68.1%+26.7pp |
| Annual return | 13.64% | 20.59%-7.0pp | 64.87%-51.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $6,093 | $2,870+112.3% | $4,294+41.9% | $2,551+138.8% |
| Participant deferral / active EE | $6,168 | $4,577+34.8% | $6,132+0.6% | $4,139+49.0% |
| Admin fee / account holder | $25,619 | $9,341+174.3% | $14,586+75.6% | $7,234+254.1% |