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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 | $148,907 | $95,406+56.1% | $185,849-19.9% | $85,847+73.5% |
| Participation rate | 94.3% | 68.8%+25.5pp | 81.7%+12.6pp | 69.3%+25.0pp |
| Annual return | 24.91% | 23.59%+1.3pp | 122.10%-97.2pp | 318.61%-293.7pp |
| Employer contribution / active EE | $3,380 | $3,314+2.0% | $5,169-34.6% | $2,565+31.8% |
| Participant deferral / active EE | $6,177 | $3,424+80.4% | $5,569+10.9% | $3,952+56.3% |
| Admin fee / account holder | $2,507 | $7,214-65.3% | $16,244-84.6% | $6,261-60.0% |