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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 | $149,547 | $106,749+40.1% | $145,433+2.8% | $82,448+81.4% |
| Participation rate | 93.5% | 75.6%+17.9pp | 82.1%+11.4pp | 68.1%+25.5pp |
| Annual return | 16.66% | 27.59%-10.9pp | 66.58%-49.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $5,385 | $3,444+56.3% | $4,554+18.2% | $2,551+111.1% |
| Participant deferral / active EE | $14,485 | $6,519+122.2% | $7,897+83.4% | $4,139+249.9% |
| Admin fee / account holder | $9,316 | $8,390+11.0% | $13,129-29.0% | $7,234+28.8% |