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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 | $143,695 | $76,551+87.7% | $123,894+16.0% | $62,881+128.5% |
| Participation rate | 94.1% | 73.0%+21.1pp | 81.4%+12.7pp | 69.3%+24.8pp |
| Annual return | 9.32% | 18.68%-9.4pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $2,950 | $2,882+2.4% | $4,617-36.1% | $2,281+29.3% |
| Participant deferral / active EE | $9,715 | $4,840+100.7% | $5,984+62.3% | $3,203+203.3% |
| Admin fee / account holder | $11,584 | $4,826+140.0% | $8,357+38.6% | $4,296+169.7% |