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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 | $164,111 | $117,895+39.2% | $102,460+60.2% | $145,897+12.5% |
| Participation rate | 86.7% | 78.6%+8.0pp | 76.5%+10.2pp | 80.3%+6.4pp |
| Annual return | 13.45% | 31.92%-18.5pp | 29.47%-16.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $4,347 | $3,619+20.1% | $3,025+43.7% | $4,663-6.8% |
| Participant deferral / active EE | $9,353 | $5,736+63.0% | $5,056+85.0% | $6,689+39.8% |
| Admin fee / account holder | $15,939 | $13,353+19.4% | $9,460+68.5% | $13,390+19.0% |