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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 | $147,316 | $91,559+60.9% | $133,959+10.0% | $79,858+84.5% |
| Participation rate | 93.3% | 73.3%+20.0pp | 79.8%+13.5pp | 69.6%+23.7pp |
| Annual return | 16.41% | 61.85%-45.4pp | 45.09%-28.7pp | 31.72%-15.3pp |
| Employer contribution / active EE | $2,763 | $2,384+15.9% | $3,919-29.5% | $2,471+11.8% |
| Participant deferral / active EE | $10,532 | $3,734+182.1% | $5,047+108.7% | $3,740+181.6% |
| Admin fee / account holder | $2,720 | $6,321-57.0% | $8,928-69.5% | $5,306-48.7% |