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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 | $163,210 | $106,524+53.2% | $152,301+7.2% | $87,485+86.6% |
| Participation rate | 81.8% | 75.8%+6.1pp | 82.4%-0.6pp | 68.9%+12.9pp |
| Annual return | 19.97% | 26.89%-6.9pp | 80.50%-60.5pp | 26.06%-6.1pp |
| Employer contribution / active EE | $5,891 | $3,371+74.7% | $4,624+27.4% | $2,596+126.9% |
| Participant deferral / active EE | $13,775 | $6,525+111.1% | $8,004+72.1% | $4,274+222.3% |
| Admin fee / account holder | $29,599 | $8,287+257.2% | $14,398+105.6% | $7,775+280.7% |