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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 | $157,870 | $105,284+49.9% | $150,734+4.7% | $94,015+67.9% |
| Participation rate | 88.0% | 71.7%+16.3pp | 78.4%+9.6pp | 70.8%+17.2pp |
| Annual return | 17.29% | 15.67%+1.6pp | 600.81%-583.5pp | 17.84%-0.6pp |
| Employer contribution / active EE | $14,008 | $3,599+289.2% | $4,918+184.8% | $2,790+402.0% |
| Participant deferral / active EE | $4,491 | $4,274+5.1% | $5,610-19.9% | $4,249+5.7% |
| Admin fee / account holder | $4,812 | $9,839-51.1% | $14,905-67.7% | $8,951-46.2% |