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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 | $143,960 | $69,977+105.7% | $108,582+32.6% | $62,881+128.9% |
| Participation rate | 84.2% | 72.9%+11.3pp | 79.6%+4.6pp | 69.3%+14.9pp |
| Annual return | 8.35% | 10.73%-2.4pp | -51.70%+60.0pp | 20.14%-11.8pp |
| Employer contribution / active EE | $8,772 | $2,135+310.9% | $3,758+133.4% | $2,281+284.6% |
| Participant deferral / active EE | $7,083 | $3,165+123.8% | $4,311+64.3% | $3,203+121.1% |
| Admin fee / account holder | $9,473 | $5,076+86.6% | $7,645+23.9% | $4,296+120.5% |