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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 | $110,379+32.7% | $102,412+43.0% | $145,884+0.4% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 21.41% | 24.84%-3.4pp | 24.94%-3.5pp | 551.85%-530.4pp |
| Employer contribution / active EE | $10,020 | $4,216+137.7% | $3,870+158.9% | $4,662+114.9% |
| Participant deferral / active EE | $11,562 | $5,622+105.7% | $5,060+128.5% | $6,690+72.8% |
| Admin fee / account holder | $16,444 | $9,745+68.7% | $8,388+96.0% | $13,392+22.8% |