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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 | $146,280 | $95,453+53.2% | $112,040+30.6% | $82,448+77.4% |
| Participation rate | 97.5% | 72.8%+24.7pp | 76.5%+21.0pp | 68.1%+29.4pp |
| Annual return | 18.20% | 23.92%-5.7pp | 24.52%-6.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $6,328 | $2,318+173.0% | $2,954+114.2% | $2,551+148.1% |
| Participant deferral / active EE | $9,751 | $4,224+130.9% | $5,098+91.3% | $4,139+135.6% |
| Admin fee / account holder | $14,582 | $9,013+61.8% | $12,098+20.5% | $7,234+101.6% |