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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 | $144,898 | $87,037+66.5% | $106,201+36.4% | $80,874+79.2% |
| Participation rate | 82.2% | 70.4%+11.8pp | 75.3%+6.9pp | 67.6%+14.6pp |
| Annual return | 19.75% | 17.05%+2.7pp | 116.26%-96.5pp | 35.62%-15.9pp |
| Employer contribution / active EE | $4,971 | $2,396+107.5% | $3,170+56.8% | $2,756+80.4% |
| Participant deferral / active EE | $5,358 | $3,986+34.4% | $5,012+6.9% | $4,297+24.7% |
| Admin fee / account holder | $2,544 | $8,434-69.8% | $11,039-77.0% | $6,935-63.3% |