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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 | $159,765 | $115,810+38.0% | $101,271+57.8% | $158,966+0.5% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 23.28% | 56.15%-32.9pp | 46.48%-23.2pp | 302.95%-279.7pp |
| Employer contribution / active EE | $5,294 | $4,175+26.8% | $3,660+44.6% | $4,762+11.2% |
| Participant deferral / active EE | $11,737 | $4,958+136.7% | $4,371+168.5% | $5,983+96.2% |
| Admin fee / account holder | $14,510 | $7,248+100.2% | $5,948+144.0% | $11,250+29.0% |