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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 | $142,421 | $99,875+42.6% | $146,866-3.0% | $86,983+63.7% |
| Participation rate | 94.4% | 75.8%+18.6pp | 82.5%+11.9pp | 69.5%+24.9pp |
| Annual return | 36.41% | 28.10%+8.3pp | 102.85%-66.4pp | 25.83%+10.6pp |
| Employer contribution / active EE | $17,188 | $3,224+433.1% | $4,425+288.5% | $2,584+565.1% |
| Participant deferral / active EE | $8,575 | $6,322+35.6% | $7,759+10.5% | $4,194+104.5% |
| Admin fee / account holder | $2,235 | $7,838-71.5% | $13,620-83.6% | $7,856-71.5% |