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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 | $148,432 | $72,273+105.4% | $101,275+46.6% | $79,856+85.9% |
| Participation rate | 95.9% | 68.5%+27.5pp | 75.8%+20.1pp | 69.6%+26.3pp |
| Annual return | 15.09% | 22.30%-7.2pp | 46.48%-31.4pp | 31.71%-16.6pp |
| Employer contribution / active EE | $3,398 | $2,691+26.3% | $3,660-7.1% | $2,471+37.5% |
| Participant deferral / active EE | $8,411 | $3,282+156.3% | $4,371+92.4% | $3,741+124.9% |
| Admin fee / account holder | $2,131 | $4,401-51.6% | $5,948-64.2% | $5,306-59.8% |