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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 | $157,054 | $89,367+75.7% | $141,191+11.2% | $72,975+115.2% |
| Participation rate | 84.9% | 75.1%+9.8pp | 82.5%+2.4pp | 69.5%+15.4pp |
| Annual return | 23.47% | 111.87%-88.4pp | 71.41%-47.9pp | 81.01%-57.5pp |
| Employer contribution / active EE | $4,636 | $3,115+48.8% | $4,736-2.1% | $2,440+90.0% |
| Participant deferral / active EE | $7,759 | $5,419+43.2% | $6,710+15.6% | $3,608+115.1% |
| Admin fee / account holder | $2,225 | $5,957-62.7% | $10,264-78.3% | $5,124-56.6% |