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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 | $151,796 | $96,731+56.9% | $123,973+22.4% | $86,983+74.5% |
| Participation rate | 89.7% | 70.0%+19.7pp | 76.7%+13.1pp | 69.5%+20.2pp |
| Annual return | 23.84% | 17.33%+6.5pp | 388.13%-364.3pp | 25.83%-2.0pp |
| Employer contribution / active EE | $3,422 | $3,297+3.8% | $4,126-17.1% | $2,584+32.4% |
| Participant deferral / active EE | $6,456 | $4,152+55.5% | $5,247+23.0% | $4,194+53.9% |
| Admin fee / account holder | $9,077 | $8,722+4.1% | $11,799-23.1% | $7,856+15.5% |