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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 | $143,557 | $68,681+109.0% | $86,625+65.7% | $85,851+67.2% |
| Participation rate | 96.6% | 66.4%+30.3pp | 71.6%+25.0pp | 69.3%+27.3pp |
| Annual return | 15.58% | 20.12%-4.5pp | 63.52%-47.9pp | 318.63%-303.1pp |
| Employer contribution / active EE | $5,026 | $1,880+167.3% | $2,496+101.4% | $2,565+95.9% |
| Participant deferral / active EE | $5,268 | $2,919+80.5% | $3,700+42.4% | $3,952+33.3% |
| Admin fee / account holder | $4,265 | $5,974-28.6% | $5,830-26.8% | $6,261-31.9% |