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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 | $117,829+39.3% | $102,423+60.2% | $145,877+12.5% |
| Participation rate | 86.7% | 78.6%+8.1pp | 76.5%+10.2pp | 80.3%+6.4pp |
| Annual return | 13.45% | 31.83%-18.4pp | 29.42%-16.0pp | 551.28%-537.8pp |
| Employer contribution / active EE | $4,347 | $3,615+20.3% | $3,023+43.8% | $4,663-6.8% |
| Participant deferral / active EE | $9,353 | $5,732+63.2% | $5,054+85.1% | $6,691+39.8% |
| Admin fee / account holder | $15,939 | $13,335+19.5% | $9,455+68.6% | $13,402+18.9% |