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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 | $148,379 | $108,825+36.3% | $156,181-5.0% | $82,448+80.0% |
| Participation rate | 97.0% | 72.4%+24.6pp | 78.8%+18.2pp | 68.1%+28.9pp |
| Annual return | 15.89% | 20.59%-4.7pp | 64.87%-49.0pp | 41.64%-25.7pp |
| Employer contribution / active EE | $5,830 | $2,870+103.2% | $4,294+35.8% | $2,551+128.5% |
| Participant deferral / active EE | $10,601 | $4,577+131.6% | $6,132+72.9% | $4,139+156.1% |
| Admin fee / account holder | $16,934 | $9,341+81.3% | $14,586+16.1% | $7,234+134.1% |