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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 | $140,184 | $86,298+62.4% | $111,308+25.9% | $85,847+63.3% |
| Participation rate | 97.3% | 73.3%+24.0pp | 77.3%+20.0pp | 69.3%+28.0pp |
| Annual return | 15.52% | 19.99%-4.5pp | 54.67%-39.1pp | 318.61%-303.1pp |
| Employer contribution / active EE | $6,396 | $2,044+213.0% | $2,732+134.1% | $2,565+149.3% |
| Participant deferral / active EE | $5,560 | $3,641+52.7% | $4,487+23.9% | $3,952+40.7% |
| Admin fee / account holder | $8,852 | $8,189+8.1% | $7,965+11.1% | $6,261+41.4% |