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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 | $152,610 | $71,215+114.3% | $93,696+62.9% | $80,935+88.6% |
| Participation rate | 88.2% | 60.4%+27.8pp | 68.7%+19.5pp | 67.7%+20.6pp |
| Annual return | 10.07% | 11.27%-1.2pp | 133.74%-123.7pp | 35.66%-25.6pp |
| Employer contribution / active EE | $3,341 | $1,565+113.4% | $2,422+37.9% | $2,757+21.2% |
| Participant deferral / active EE | $8,597 | $4,037+113.0% | $4,417+94.7% | $4,299+100.0% |
| Admin fee / account holder | $11,857 | $6,958+70.4% | $8,287+43.1% | $6,924+71.2% |