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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 | $146,059 | $78,690+85.6% | $161,489-9.6% | $87,485+67.0% |
| Participation rate | 91.9% | 67.5%+24.5pp | 78.7%+13.2pp | 68.9%+23.0pp |
| Annual return | 20.22% | 32.74%-12.5pp | 89.72%-69.5pp | 26.06%-5.8pp |
| Employer contribution / active EE | $7,538 | $2,588+191.2% | $4,268+76.6% | $2,596+190.3% |
| Participant deferral / active EE | $6,003 | $3,311+81.3% | $5,630+6.6% | $4,274+40.5% |
| Admin fee / account holder | $4,936 | $6,724-26.6% | $16,006-69.2% | $7,775-36.5% |