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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 | $158,993 | $93,345+70.3% | $119,126+33.5% | $87,485+81.7% |
| Participation rate | 89.1% | 68.7%+20.3pp | 75.8%+13.3pp | 68.9%+20.1pp |
| Annual return | 18.15% | 19.08%-0.9pp | 282.11%-264.0pp | 26.06%-7.9pp |
| Employer contribution / active EE | $8,984 | $3,172+183.3% | $4,034+122.7% | $2,596+246.1% |
| Participant deferral / active EE | $5,825 | $4,099+42.1% | $5,318+9.5% | $4,274+36.3% |
| Admin fee / account holder | $7,354 | $8,039-8.5% | $10,693-31.2% | $7,775-5.4% |