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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 | $178,784 | $99,994+78.8% | $146,643+21.9% | $85,847+108.3% |
| Participation rate | 89.2% | 73.1%+16.1pp | 80.1%+9.1pp | 69.3%+19.9pp |
| Annual return | 33.27% | 18.93%+14.3pp | 22.75%+10.5pp | 318.61%-285.3pp |
| Employer contribution / active EE | $2,997 | $2,559+17.1% | $4,137-27.5% | $2,565+16.8% |
| Participant deferral / active EE | $6,399 | $4,006+59.7% | $5,506+16.2% | $3,952+61.9% |
| Admin fee / account holder | $1,891 | $7,703-75.5% | $10,280-81.6% | $6,261-69.8% |