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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 | $146,840 | $192,737-23.8% | $142,460+3.1% | $139,456+5.3% |
| Participation rate | 90.9% | 81.5%+9.4pp | 76.8%+14.1pp | 80.3%+10.6pp |
| Annual return | 20.53% | 17.99%+2.5pp | 19.99%+0.5pp | 373.45%-352.9pp |
| Employer contribution / active EE | $15,176 | $5,806+161.4% | $4,847+213.1% | $4,753+219.3% |
| Participant deferral / active EE | $7,503 | $7,208+4.1% | $6,283+19.4% | $6,711+11.8% |
| Admin fee / account holder | $1,576 | $15,125-89.6% | $10,011-84.3% | $11,407-86.2% |