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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 | $161,671 | $90,397+78.8% | $76,002+112.7% | $145,959+10.8% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 14.07% | 621.97%-607.9pp | 360.07%-346.0pp | 561.95%-547.9pp |
| Employer contribution / active EE | $2,582 | $3,317-22.2% | $2,688-4.0% | $4,661-44.6% |
| Participant deferral / active EE | $6,588 | $5,163+27.6% | $4,257+54.8% | $6,689-1.5% |
| Admin fee / account holder | $821 | $8,369-90.2% | $6,414-87.2% | $13,398-93.9% |