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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 | $155,762 | $77,638+100.6% | $156,551-0.5% | $62,881+147.7% |
| Participation rate | 95.1% | 71.2%+23.9pp | 84.0%+11.1pp | 69.3%+25.8pp |
| Annual return | 8.46% | 50.33%-41.9pp | 32.23%-23.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $3,167 | $3,444-8.0% | $5,501-42.4% | $2,281+38.8% |
| Participant deferral / active EE | $6,071 | $3,046+99.3% | $4,871+24.6% | $3,203+89.5% |
| Admin fee / account holder | $2,503 | $5,561-55.0% | $13,028-80.8% | $4,296-41.7% |