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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 | $154,108 | $50,554+204.8% | $67,681+127.7% | $87,485+76.2% |
| Participation rate | 91.1% | 67.7%+23.4pp | 73.7%+17.3pp | 68.9%+22.1pp |
| Annual return | 23.06% | 17.81%+5.2pp | 590.58%-567.5pp | 26.06%-3.0pp |
| Employer contribution / active EE | $6,480 | $1,988+225.9% | $2,678+141.9% | $2,596+149.6% |
| Participant deferral / active EE | $7,904 | $2,961+166.9% | $3,976+98.8% | $4,274+84.9% |
| Admin fee / account holder | $10,747 | $4,132+160.1% | $6,100+76.2% | $7,775+38.2% |