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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 | $145,369 | $101,795+42.8% | $165,100-12.0% | $80,959+79.6% |
| Participation rate | 98.4% | 71.8%+26.6pp | 78.6%+19.8pp | 67.7%+30.7pp |
| Annual return | 16.88% | 16.73%+0.2pp | 70.21%-53.3pp | 35.67%-18.8pp |
| Employer contribution / active EE | $4,791 | $2,954+62.2% | $4,348+10.2% | $2,757+73.8% |
| Participant deferral / active EE | $9,998 | $4,476+123.4% | $6,035+65.7% | $4,300+132.5% |
| Admin fee / account holder | $11,767 | $8,221+43.1% | $12,696-7.3% | $6,925+69.9% |