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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 | $134,758 | $67,606+99.3% | $82,313+63.7% | $70,124+92.2% |
| Participation rate | 94.8% | 72.8%+22.0pp | 76.9%+17.9pp | 69.5%+25.3pp |
| Annual return | 22.65% | 21.57%+1.1pp | 25.88%-3.2pp | 73.14%-50.5pp |
| Employer contribution / active EE | $6,869 | $1,755+291.4% | $2,428+182.9% | $2,342+193.2% |
| Participant deferral / active EE | $5,349 | $2,987+79.1% | $3,706+44.3% | $3,332+60.5% |
| Admin fee / account holder | $8,691 | $4,512+92.6% | $5,608+55.0% | $4,645+87.1% |