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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 | $168,169 | $93,345+80.2% | $119,126+41.2% | $87,485+92.2% |
| Participation rate | 76.7% | 68.7%+8.0pp | 75.8%+1.0pp | 68.9%+7.8pp |
| Annual return | 26.29% | 19.08%+7.2pp | 282.11%-255.8pp | 26.06%+0.2pp |
| Employer contribution / active EE | $3,137 | $3,172-1.1% | $4,034-22.2% | $2,596+20.8% |
| Participant deferral / active EE | $5,935 | $4,099+44.8% | $5,318+11.6% | $4,274+38.9% |
| Admin fee / account holder | $59,833 | $8,039+644.3% | $10,693+459.5% | $7,775+669.6% |