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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 | $167,656 | $127,273+31.7% | $109,895+52.6% | $167,518+0.1% |
| Participation rate | 95.7% | 77.9%+17.8pp | 74.2%+21.4pp | 82.1%+13.5pp |
| Annual return | 25.11% | 22.97%+2.1pp | 29.46%-4.3pp | 478.71%-453.6pp |
| Employer contribution / active EE | $3,494 | $3,324+5.1% | $2,843+22.9% | $4,838-27.8% |
| Participant deferral / active EE | $4,694 | $4,515+4.0% | $4,049+15.9% | $6,342-26.0% |
| Admin fee / account holder | $25,481 | $7,117+258.1% | $6,067+320.0% | $12,312+107.0% |