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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 | $132,797 | $79,961+66.1% | $98,462+34.9% | $75,177+76.6% |
| Participation rate | 97.2% | 70.4%+26.9pp | 75.2%+22.1pp | 67.2%+30.0pp |
| Annual return | 13.90% | 19.75%-5.8pp | 21.17%-7.3pp | 160.75%-146.8pp |
| Employer contribution / active EE | $3,662 | $2,264+61.7% | $3,049+20.1% | $2,671+37.1% |
| Participant deferral / active EE | $5,987 | $3,753+59.5% | $4,738+26.3% | $4,126+45.1% |
| Admin fee / account holder | $18,500 | $6,842+170.4% | $8,875+108.5% | $5,651+227.4% |