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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 | $150,025 | $93,617+60.3% | $135,982+10.3% | $75,177+99.6% |
| Participation rate | 97.2% | 75.2%+22.0pp | 81.9%+15.3pp | 67.2%+30.0pp |
| Annual return | 17.35% | 30.89%-13.5pp | 68.32%-51.0pp | 160.75%-143.4pp |
| Employer contribution / active EE | $6,905 | $3,538+95.2% | $4,859+42.1% | $2,671+158.5% |
| Participant deferral / active EE | $20,759 | $6,406+224.1% | $7,760+167.5% | $4,126+403.1% |
| Admin fee / account holder | $18,978 | $6,980+171.9% | $10,767+76.3% | $5,651+235.8% |