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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 | $93,586+60.3% | $135,925+10.4% | $75,173+99.6% |
| Participation rate | 97.2% | 75.2%+22.0pp | 81.9%+15.3pp | 67.2%+30.0pp |
| Annual return | 17.35% | 30.90%-13.6pp | 68.25%-50.9pp | 160.65%-143.3pp |
| Employer contribution / active EE | $6,905 | $3,537+95.2% | $4,857+42.2% | $2,670+158.6% |
| Participant deferral / active EE | $20,759 | $6,405+224.1% | $7,759+167.5% | $4,126+403.2% |
| Admin fee / account holder | $18,978 | $6,977+172.0% | $10,764+76.3% | $5,651+235.8% |