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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 | $147,182 | $91,559+60.8% | $133,978+9.9% | $79,856+84.3% |
| Participation rate | 97.0% | 73.3%+23.6pp | 79.8%+17.1pp | 69.6%+27.3pp |
| Annual return | 21.31% | 61.85%-40.5pp | 45.10%-23.8pp | 31.71%-10.4pp |
| Employer contribution / active EE | $6,368 | $2,384+167.2% | $3,919+62.5% | $2,471+157.7% |
| Participant deferral / active EE | $3,641 | $3,734-2.5% | $5,047-27.9% | $3,741-2.7% |
| Admin fee / account holder | $1,157 | $6,321-81.7% | $8,930-87.0% | $5,306-78.2% |