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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 | $138,942 | $106,749+30.2% | $145,433-4.5% | $82,448+68.5% |
| Participation rate | 95.7% | 75.6%+20.0pp | 82.1%+13.5pp | 68.1%+27.6pp |
| Annual return | 20.02% | 27.59%-7.6pp | 66.58%-46.6pp | 41.64%-21.6pp |
| Employer contribution / active EE | $3,716 | $3,444+7.9% | $4,554-18.4% | $2,551+45.7% |
| Participant deferral / active EE | $10,098 | $6,519+54.9% | $7,897+27.9% | $4,139+143.9% |
| Admin fee / account holder | $10,236 | $8,390+22.0% | $13,129-22.0% | $7,234+41.5% |