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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 | $146,436 | $110,337+32.7% | $102,383+43.0% | $145,877+0.4% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 21.41% | 24.83%-3.4pp | 24.94%-3.5pp | 551.28%-529.9pp |
| Employer contribution / active EE | $10,020 | $4,216+137.7% | $3,870+158.9% | $4,663+114.9% |
| Participant deferral / active EE | $11,562 | $5,621+105.7% | $5,060+128.5% | $6,691+72.8% |
| Admin fee / account holder | $16,444 | $9,750+68.7% | $8,391+96.0% | $13,402+22.7% |