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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 | $172,565 | $65,364+164.0% | $92,909+85.7% | $72,975+136.5% |
| Participation rate | 96.6% | 68.3%+28.3pp | 76.0%+20.6pp | 69.5%+27.1pp |
| Annual return | 24.42% | 42.11%-17.7pp | 109.44%-85.0pp | 81.01%-56.6pp |
| Employer contribution / active EE | $2,650 | $2,594+2.2% | $3,653-27.5% | $2,440+8.6% |
| Participant deferral / active EE | $8,794 | $3,128+181.1% | $4,238+107.5% | $3,608+143.7% |
| Admin fee / account holder | $9,854 | $4,251+131.8% | $5,795+70.0% | $5,124+92.3% |