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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 | $145,784 | $101,798+43.2% | $165,071-11.7% | $80,935+80.1% |
| Participation rate | 80.6% | 71.8%+8.7pp | 78.6%+1.9pp | 67.7%+12.9pp |
| Annual return | 22.19% | 16.73%+5.5pp | 70.17%-48.0pp | 35.66%-13.5pp |
| Employer contribution / active EE | $4,966 | $2,954+68.1% | $4,347+14.2% | $2,757+80.1% |
| Participant deferral / active EE | $6,085 | $4,476+35.9% | $6,035+0.8% | $4,299+41.5% |
| Admin fee / account holder | $62,492 | $8,221+660.1% | $12,695+392.3% | $6,924+802.5% |