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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 | $148,656 | $87,037+70.8% | $106,201+40.0% | $80,874+83.8% |
| Participation rate | 98.3% | 70.4%+27.8pp | 75.3%+23.0pp | 67.6%+30.6pp |
| Annual return | 19.08% | 17.05%+2.0pp | 116.26%-97.2pp | 35.62%-16.5pp |
| Employer contribution / active EE | $7,474 | $2,396+211.9% | $3,170+135.8% | $2,756+171.2% |
| Participant deferral / active EE | $7,940 | $3,986+99.2% | $5,012+58.4% | $4,297+84.8% |
| Admin fee / account holder | $4,852 | $8,434-42.5% | $11,039-56.0% | $6,935-30.0% |