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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 | $173,488 | $91,198+90.2% | $178,503-2.8% | $79,856+117.3% |
| Participation rate | 96.3% | 69.2%+27.1pp | 81.9%+14.4pp | 69.6%+26.7pp |
| Annual return | 32.19% | 24.20%+8.0pp | 151.12%-118.9pp | 31.71%+0.5pp |
| Employer contribution / active EE | $5,810 | $3,257+78.4% | $5,011+15.9% | $2,471+135.1% |
| Participant deferral / active EE | $4,654 | $3,237+43.8% | $5,202-10.5% | $3,741+24.4% |
| Admin fee / account holder | $2,422 | $6,748-64.1% | $13,987-82.7% | $5,306-54.4% |