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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 | $87,132+66.3% | $105,624+37.2% | $80,959+79.0% |
| Participation rate | 82.2% | 70.4%+11.8pp | 75.3%+6.9pp | 67.7%+14.6pp |
| Annual return | 19.75% | 17.03%+2.7pp | 116.20%-96.4pp | 35.67%-15.9pp |
| Employer contribution / active EE | $4,971 | $2,397+107.4% | $3,168+56.9% | $2,757+80.3% |
| Participant deferral / active EE | $5,358 | $3,985+34.4% | $5,013+6.9% | $4,300+24.6% |
| Admin fee / account holder | $2,544 | $8,449-69.9% | $10,961-76.8% | $6,925-63.3% |