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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 | $172,994 | $72,486+138.7% | $87,103+98.6% | $72,976+137.1% |
| Participation rate | 91.8% | 72.8%+19.0pp | 76.9%+14.9pp | 69.5%+22.3pp |
| Annual return | 20.40% | 24.46%-4.1pp | 28.19%-7.8pp | 81.02%-60.6pp |
| Employer contribution / active EE | $4,579 | $1,894+141.8% | $2,521+81.6% | $2,440+87.7% |
| Participant deferral / active EE | $6,100 | $3,270+86.6% | $4,049+50.7% | $3,608+69.1% |
| Admin fee / account holder | $4,822 | $5,055-4.6% | $7,491-35.6% | $5,124-5.9% |