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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 | $153,484 | $69,515+120.8% | $86,868+76.7% | $85,856+78.8% |
| Participation rate | 93.9% | 66.3%+27.6pp | 71.6%+22.2pp | 69.3%+24.6pp |
| Annual return | 13.82% | 20.12%-6.3pp | 63.53%-49.7pp | 318.58%-304.8pp |
| Employer contribution / active EE | $6,341 | $1,880+237.2% | $2,496+154.1% | $2,565+147.2% |
| Participant deferral / active EE | $3,745 | $2,919+28.3% | $3,699+1.2% | $3,952-5.2% |
| Admin fee / account holder | $2,457 | $5,972-58.9% | $5,829-57.8% | $6,261-60.8% |