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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 | $143,972 | $78,670+83.0% | $109,173+31.9% | $85,847+67.7% |
| Participation rate | 95.3% | 68.3%+27.1pp | 75.9%+19.5pp | 69.3%+26.0pp |
| Annual return | 17.17% | 25.09%-7.9pp | 25.75%-8.6pp | 318.61%-301.4pp |
| Employer contribution / active EE | $3,155 | $2,734+15.4% | $3,723-15.3% | $2,565+23.0% |
| Participant deferral / active EE | $3,680 | $3,467+6.1% | $4,654-20.9% | $3,952-6.9% |
| Admin fee / account holder | $7,185 | $5,469+31.4% | $6,755+6.4% | $6,261+14.8% |