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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 | $147,627 | $80,983+82.3% | $96,544+52.9% | $75,177+96.4% |
| Participation rate | 88.9% | 71.8%+17.1pp | 76.0%+12.9pp | 67.2%+21.7pp |
| Annual return | 23.12% | 27.05%-3.9pp | 25.88%-2.8pp | 160.75%-137.6pp |
| Employer contribution / active EE | $4,099 | $2,282+79.6% | $2,966+38.2% | $2,671+53.5% |
| Participant deferral / active EE | $7,241 | $3,929+84.3% | $4,851+49.3% | $4,126+75.5% |
| Admin fee / account holder | $39,233 | $6,717+484.1% | $8,254+375.3% | $5,651+594.2% |