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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 | $150,230 | $78,670+91.0% | $109,173+37.6% | $85,847+75.0% |
| Participation rate | 84.6% | 68.3%+16.3pp | 75.9%+8.7pp | 69.3%+15.3pp |
| Annual return | 15.03% | 25.09%-10.1pp | 25.75%-10.7pp | 318.61%-303.6pp |
| Employer contribution / active EE | $4,144 | $2,734+51.6% | $3,723+11.3% | $2,565+61.5% |
| Participant deferral / active EE | $10,548 | $3,467+204.2% | $4,654+126.7% | $3,952+166.9% |
| Admin fee / account holder | $12,894 | $5,469+135.7% | $6,755+90.9% | $6,261+105.9% |