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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 | $147,406 | $81,276+81.4% | $155,574-5.3% | $80,925+82.2% |
| Participation rate | 93.0% | 66.2%+26.7pp | 78.2%+14.8pp | 67.7%+25.3pp |
| Annual return | 14.48% | 33.36%-18.9pp | 64.87%-50.4pp | 35.65%-21.2pp |
| Employer contribution / active EE | $8,434 | $3,103+171.8% | $4,676+80.4% | $2,756+206.0% |
| Participant deferral / active EE | $6,332 | $3,453+83.4% | $5,629+12.5% | $4,299+47.3% |
| Admin fee / account holder | $18,607 | $7,993+132.8% | $15,914+16.9% | $6,940+168.1% |