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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 | $148,536 | $89,532+65.9% | $103,447+43.6% | $80,925+83.5% |
| Participation rate | 98.2% | 76.0%+22.2pp | 80.5%+17.7pp | 67.7%+30.6pp |
| Annual return | 15.79% | 22.80%-7.0pp | 23.92%-8.1pp | 35.65%-19.9pp |
| Employer contribution / active EE | $9,318 | $4,023+131.6% | $4,678+99.2% | $2,756+238.1% |
| Participant deferral / active EE | $10,513 | $5,459+92.6% | $6,624+58.7% | $4,299+144.6% |
| Admin fee / account holder | $8,403 | $6,774+24.0% | $9,415-10.8% | $6,940+21.1% |