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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 | $142,027 | $72,269+96.5% | $101,271+40.2% | $79,852+77.9% |
| Participation rate | 89.1% | 68.5%+20.7pp | 75.8%+13.3pp | 69.6%+19.5pp |
| Annual return | 17.56% | 22.29%-4.7pp | 46.48%-28.9pp | 31.72%-14.2pp |
| Employer contribution / active EE | $7,065 | $2,692+162.5% | $3,660+93.0% | $2,471+185.9% |
| Participant deferral / active EE | $6,874 | $3,282+109.5% | $4,371+57.3% | $3,740+83.8% |
| Admin fee / account holder | $5,956 | $4,401+35.3% | $5,948+0.1% | $5,306+12.2% |