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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 | $159,214 | $93,345+70.6% | $119,126+33.7% | $87,485+82.0% |
| Participation rate | 81.4% | 68.7%+12.7pp | 75.8%+5.6pp | 68.9%+12.5pp |
| Annual return | 16.39% | 19.08%-2.7pp | 282.11%-265.7pp | 26.06%-9.7pp |
| Employer contribution / active EE | $3,830 | $3,172+20.7% | $4,034-5.1% | $2,596+47.5% |
| Participant deferral / active EE | $7,386 | $4,099+80.2% | $5,318+38.9% | $4,274+72.8% |
| Admin fee / account holder | $8,266 | $8,039+2.8% | $10,693-22.7% | $7,775+6.3% |