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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 | $135,632 | $69,273+95.8% | $90,796+49.4% | $82,637+64.1% |
| Participation rate | 90.5% | 64.0%+26.4pp | 69.5%+21.0pp | 68.1%+22.4pp |
| Annual return | 15.35% | 18.37%-3.0pp | 19.29%-3.9pp | 53.51%-38.2pp |
| Employer contribution / active EE | $5,989 | $1,865+221.1% | $2,294+161.1% | $2,552+134.7% |
| Participant deferral / active EE | $3,599 | $3,047+18.1% | $3,822-5.8% | $4,126-12.8% |
| Admin fee / account holder | $9,234 | $5,511+67.6% | $7,024+31.5% | $7,339+25.8% |