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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 | $158,367 | $54,757+189.2% | $90,304+75.4% | $72,975+117.0% |
| Participation rate | 94.9% | 65.2%+29.8pp | 73.3%+21.7pp | 69.5%+25.4pp |
| Annual return | 17.20% | 30.63%-13.4pp | 78.13%-60.9pp | 81.01%-63.8pp |
| Employer contribution / active EE | $3,458 | $2,093+65.2% | $2,855+21.1% | $2,440+41.7% |
| Participant deferral / active EE | $5,230 | $2,887+81.1% | $3,885+34.6% | $3,608+45.0% |
| Admin fee / account holder | $8,236 | $3,973+107.3% | $5,354+53.8% | $5,124+60.7% |