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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 | $104,352 | $73,978+41.1% | $96,515+8.1% | $75,173+38.8% |
| Participation rate | 95.9% | 66.4%+29.5pp | 74.3%+21.6pp | 67.2%+28.7pp |
| Annual return | 20.40% | 26.72%-6.3pp | 35.73%-15.3pp | 160.72%-140.3pp |
| Employer contribution / active EE | $6,751 | $2,931+130.4% | $3,740+80.5% | $2,671+152.8% |
| Participant deferral / active EE | $5,547 | $3,660+51.5% | $4,880+13.7% | $4,126+34.4% |
| Admin fee / account holder | $25,199 | $5,219+382.9% | $6,735+274.1% | $5,651+346.0% |