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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 | $144,028 | $77,634+85.5% | $156,551-8.0% | $62,891+129.0% |
| Participation rate | 93.3% | 71.2%+22.1pp | 84.0%+9.3pp | 69.3%+24.0pp |
| Annual return | 8.36% | 50.32%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $5,638 | $3,444+63.7% | $5,501+2.5% | $2,281+147.2% |
| Participant deferral / active EE | $4,796 | $3,045+57.5% | $4,871-1.5% | $3,203+49.7% |
| Admin fee / account holder | $7,395 | $5,561+33.0% | $13,028-43.2% | $4,296+72.1% |