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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 | $143,754 | $77,817+84.7% | $123,553+16.4% | $64,173+124.0% |
| Participation rate | 97.0% | 74.7%+22.3pp | 82.3%+14.7pp | 69.6%+27.4pp |
| Annual return | 12.29% | 12.49%-0.2pp | 119.21%-106.9pp | 7.63%+4.7pp |
| Employer contribution / active EE | $1,507 | $3,014-50.0% | $4,628-67.4% | $2,381-36.7% |
| Participant deferral / active EE | $10,621 | $5,240+102.7% | $6,426+65.3% | $3,470+206.1% |
| Admin fee / account holder | $34,986 | $5,519+533.9% | $9,284+276.8% | $4,887+615.8% |