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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 | $111,902 | $39,132+186.0% | $57,196+95.6% | $62,881+78.0% |
| Participation rate | 88.0% | 70.5%+17.5pp | 75.3%+12.7pp | 69.3%+18.7pp |
| Annual return | 69.09% | 9.24%+59.9pp | 14.59%+54.5pp | 20.14%+48.9pp |
| Employer contribution / active EE | $3,498 | $1,874+86.7% | $2,683+30.4% | $2,281+53.4% |
| Participant deferral / active EE | $3,494 | $2,374+47.2% | $3,096+12.9% | $3,203+9.1% |
| Admin fee / account holder | $5,480 | $2,594+111.2% | $3,141+74.5% | $4,296+27.6% |