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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 | $171,042 | $77,523+120.6% | $100,383+70.4% | $80,874+111.5% |
| Participation rate | 86.2% | 77.0%+9.2pp | 81.5%+4.7pp | 67.6%+18.5pp |
| Annual return | 13.99% | 37.21%-23.2pp | 49.26%-35.3pp | 35.62%-21.6pp |
| Employer contribution / active EE | $6,738 | $2,801+140.5% | $3,944+70.8% | $2,756+144.5% |
| Participant deferral / active EE | $19,108 | $6,822+180.1% | $8,086+136.3% | $4,297+344.7% |
| Admin fee / account holder | $24,873 | $5,899+321.7% | $7,900+214.9% | $6,935+258.6% |