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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 | $162,040 | $69,977+131.6% | $108,582+49.2% | $62,881+157.7% |
| Participation rate | 98.8% | 72.9%+25.9pp | 79.6%+19.2pp | 69.3%+29.5pp |
| Annual return | 17.19% | 10.73%+6.5pp | -51.70%+68.9pp | 20.14%-3.0pp |
| Employer contribution / active EE | $5,794 | $2,135+171.4% | $3,758+54.2% | $2,281+154.0% |
| Participant deferral / active EE | $4,423 | $3,165+39.8% | $4,311+2.6% | $3,203+38.1% |
| Admin fee / account holder | $7,689 | $5,076+51.5% | $7,645+0.6% | $4,296+79.0% |