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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 | $143,728 | $84,236+70.6% | $170,435-15.7% | $70,126+105.0% |
| Participation rate | 84.2% | 70.8%+13.4pp | 83.6%+0.6pp | 69.5%+14.7pp |
| Annual return | 20.01% | 23.06%-3.1pp | 205.94%-185.9pp | 73.15%-53.1pp |
| Employer contribution / active EE | $6,377 | $3,387+88.3% | $5,432+17.4% | $2,343+172.2% |
| Participant deferral / active EE | $3,810 | $3,086+23.5% | $4,939-22.9% | $3,332+14.3% |
| Admin fee / account holder | $6,576 | $5,698+15.4% | $13,881-52.6% | $4,645+41.5% |