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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 | $147,381 | $109,359+34.8% | $162,185-9.1% | $72,976+102.0% |
| Participation rate | 91.2% | 84.3%+6.9pp | 87.6%+3.6pp | 69.5%+21.7pp |
| Annual return | 24.33% | 25.46%-1.1pp | 115.61%-91.3pp | 81.02%-56.7pp |
| Employer contribution / active EE | $3,610 | $3,907-7.6% | $5,613-35.7% | $2,440+47.9% |
| Participant deferral / active EE | $13,065 | $5,481+138.4% | $7,297+79.0% | $3,608+262.1% |
| Admin fee / account holder | $12,249 | $7,972+53.7% | $10,844+13.0% | $5,124+139.0% |