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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 | $159,353 | $99,875+59.6% | $146,866+8.5% | $86,983+83.2% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.5%+7.5pp | 69.5%+20.5pp |
| Annual return | 15.04% | 28.10%-13.1pp | 102.85%-87.8pp | 25.83%-10.8pp |
| Employer contribution / active EE | $6,203 | $3,224+92.4% | $4,425+40.2% | $2,584+140.0% |
| Participant deferral / active EE | $12,063 | $6,322+90.8% | $7,759+55.5% | $4,194+187.6% |
| Admin fee / account holder | $17,396 | $7,838+121.9% | $13,620+27.7% | $7,856+121.4% |