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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 | $148,436 | $83,485+77.8% | $125,180+18.6% | $72,983+103.4% |
| Participation rate | 91.9% | 73.3%+18.6pp | 79.8%+12.1pp | 69.5%+22.4pp |
| Annual return | 18.14% | 25.78%-7.6pp | 43.79%-25.7pp | 81.01%-62.9pp |
| Employer contribution / active EE | $5,143 | $2,346+119.3% | $3,866+33.1% | $2,440+110.8% |
| Participant deferral / active EE | $5,850 | $3,586+63.1% | $4,937+18.5% | $3,608+62.2% |
| Admin fee / account holder | $14,067 | $5,518+154.9% | $9,703+45.0% | $5,124+174.5% |