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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 | $101,778+43.2% | $164,975-11.6% | $80,925+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 | 70.12%-47.9pp | 35.65%-13.5pp |
| Employer contribution / active EE | $4,966 | $2,954+68.1% | $4,343+14.3% | $2,756+80.2% |
| Participant deferral / active EE | $6,085 | $4,477+35.9% | $6,033+0.9% | $4,299+41.6% |
| Admin fee / account holder | $62,492 | $8,221+660.1% | $12,688+392.5% | $6,940+800.5% |