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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 | $141,701 | $87,846+61.3% | $220,144-35.6% | $116,462+21.7% |
| Participation rate | 88.9% | 73.5%+15.3pp | 84.8%+4.0pp | 74.7%+14.2pp |
| Annual return | 36.24% | 16.64%+19.6pp | -0.63%+36.9pp | 15.65%+20.6pp |
| Employer contribution / active EE | $17,467 | $2,972+487.7% | $6,623+163.7% | $3,231+440.5% |
| Participant deferral / active EE | $5,989 | $4,087+46.5% | $4,718+26.9% | $3,836+56.1% |
| Admin fee / account holder | $24,067 | $6,782+254.9% | $15,617+54.1% | $12,754+88.7% |