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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 | $99,875+63.4% | $146,866+11.1% | $86,983+87.6% |
| Participation rate | 81.8% | 75.8%+6.0pp | 82.5%-0.7pp | 69.5%+12.3pp |
| Annual return | 19.97% | 28.10%-8.1pp | 102.85%-82.9pp | 25.83%-5.9pp |
| Employer contribution / active EE | $5,891 | $3,224+82.7% | $4,425+33.1% | $2,584+128.0% |
| Participant deferral / active EE | $13,775 | $6,322+117.9% | $7,759+77.5% | $4,194+228.5% |
| Admin fee / account holder | $29,599 | $7,838+277.6% | $13,620+117.3% | $7,856+276.8% |