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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 | $171,041 | $108,825+57.2% | $156,181+9.5% | $82,448+107.5% |
| Participation rate | 95.5% | 72.4%+23.1pp | 78.8%+16.6pp | 68.1%+27.4pp |
| Annual return | 14.56% | 20.59%-6.0pp | 64.87%-50.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $4,134 | $2,870+44.1% | $4,294-3.7% | $2,551+62.1% |
| Participant deferral / active EE | $6,249 | $4,577+36.5% | $6,132+1.9% | $4,139+51.0% |
| Admin fee / account holder | $3,816 | $9,341-59.1% | $14,586-73.8% | $7,234-47.2% |