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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 | $170,229 | $98,652+72.6% | $142,942+19.1% | $82,448+106.5% |
| Participation rate | 98.8% | 72.8%+26.1pp | 76.8%+22.0pp | 68.1%+30.8pp |
| Annual return | 15.79% | 22.65%-6.9pp | 113.70%-97.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $5,713 | $3,211+77.9% | $4,139+38.0% | $2,551+124.0% |
| Participant deferral / active EE | $8,555 | $5,580+53.3% | $7,128+20.0% | $4,139+106.7% |
| Admin fee / account holder | $12,619 | $8,078+56.2% | $12,475+1.2% | $7,234+74.4% |