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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 | $162,891 | $53,127+206.6% | $86,597+88.1% | $70,131+132.3% |
| Participation rate | 90.5% | 65.3%+25.2pp | 73.5%+17.0pp | 69.5%+21.0pp |
| Annual return | 15.28% | 27.66%-12.4pp | 964.96%-949.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $3,227 | $2,068+56.0% | $2,840+13.6% | $2,342+37.7% |
| Participant deferral / active EE | $4,953 | $2,696+83.7% | $3,609+37.2% | $3,332+48.7% |
| Admin fee / account holder | $4,127 | $3,585+15.1% | $4,906-15.9% | $4,645-11.2% |