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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 | $155,675 | $87,106+78.7% | $105,607+47.4% | $80,935+92.3% |
| Participation rate | 94.6% | 70.4%+24.1pp | 75.3%+19.3pp | 67.7%+26.9pp |
| Annual return | 13.36% | 17.01%-3.6pp | 116.11%-102.7pp | 35.66%-22.3pp |
| Employer contribution / active EE | $8,459 | $2,396+253.0% | $3,167+167.1% | $2,757+206.9% |
| Participant deferral / active EE | $6,149 | $3,986+54.3% | $5,011+22.7% | $4,299+43.0% |
| Admin fee / account holder | $76,026 | $8,447+800.0% | $10,958+593.8% | $6,924+997.9% |