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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 | $115,834 | $90,745+27.6% | $130,231-11.1% | $75,181+54.1% |
| Participation rate | 92.1% | 71.1%+21.1pp | 76.3%+15.8pp | 67.2%+24.9pp |
| Annual return | 29.46% | 34.45%-5.0pp | 38.77%-9.3pp | 160.69%-131.2pp |
| Employer contribution / active EE | $8,401 | $3,314+153.5% | $4,126+103.6% | $2,671+214.6% |
| Participant deferral / active EE | $15,234 | $5,362+184.1% | $6,799+124.1% | $4,126+269.2% |
| Admin fee / account holder | $635 | $6,331-90.0% | $6,020-89.5% | $5,650-88.8% |