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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 | $180,735 | $109,359+65.3% | $162,177+11.4% | $72,975+147.7% |
| Participation rate | 92.0% | 84.3%+7.7pp | 87.6%+4.4pp | 69.5%+22.5pp |
| Annual return | 24.44% | 25.46%-1.0pp | 115.60%-91.2pp | 81.01%-56.6pp |
| Employer contribution / active EE | $5,741 | $3,907+46.9% | $5,613+2.3% | $2,440+135.3% |
| Participant deferral / active EE | $4,877 | $5,481-11.0% | $7,297-33.2% | $3,608+35.2% |
| Admin fee / account holder | $1,009 | $7,972-87.3% | $10,843-90.7% | $5,124-80.3% |