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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 | $159,871 | $89,370+78.9% | $141,197+13.2% | $72,976+119.1% |
| Participation rate | 84.6% | 75.1%+9.5pp | 82.5%+2.1pp | 69.5%+15.1pp |
| Annual return | 29.19% | 111.88%-82.7pp | 71.41%-42.2pp | 81.02%-51.8pp |
| Employer contribution / active EE | $3,243 | $3,115+4.1% | $4,736-31.5% | $2,440+32.9% |
| Participant deferral / active EE | $10,253 | $5,419+89.2% | $6,710+52.8% | $3,608+184.2% |
| Admin fee / account holder | $6,966 | $5,957+16.9% | $10,265-32.1% | $5,124+35.9% |