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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 | $164,971 | $78,672+109.7% | $109,163+51.1% | $85,856+92.1% |
| Participation rate | 92.0% | 68.3%+23.7pp | 75.9%+16.1pp | 69.3%+22.7pp |
| Annual return | 13.32% | 25.09%-11.8pp | 25.75%-12.4pp | 318.58%-305.3pp |
| Employer contribution / active EE | $12,058 | $2,734+341.1% | $3,723+223.9% | $2,565+370.1% |
| Participant deferral / active EE | $3,161 | $3,467-8.8% | $4,654-32.1% | $3,952-20.0% |
| Admin fee / account holder | $7,141 | $5,470+30.6% | $6,754+5.7% | $6,261+14.1% |