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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 | $184,159 | $126,661+45.4% | $113,397+62.4% | $138,895+32.6% |
| Participation rate | 92.9% | 79.4%+13.4pp | 76.5%+16.4pp | 79.9%+12.9pp |
| Annual return | 13.91% | 25.05%-11.1pp | 23.20%-9.3pp | 145.39%-131.5pp |
| Employer contribution / active EE | $9,576 | $3,456+177.1% | $2,977+221.6% | $4,194+128.3% |
| Participant deferral / active EE | $9,297 | $5,693+63.3% | $5,076+83.1% | $6,396+45.4% |
| Admin fee / account holder | $25,093 | $14,549+72.5% | $11,957+109.9% | $12,562+99.7% |