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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 | $87,106+70.7% | $105,607+40.8% | $80,935+83.7% |
| Participation rate | 98.3% | 70.4%+27.8pp | 75.3%+23.0pp | 67.7%+30.6pp |
| Annual return | 19.08% | 17.01%+2.1pp | 116.11%-97.0pp | 35.66%-16.6pp |
| Employer contribution / active EE | $7,474 | $2,396+211.9% | $3,167+136.0% | $2,757+171.1% |
| Participant deferral / active EE | $7,940 | $3,986+99.2% | $5,011+58.5% | $4,299+84.7% |
| Admin fee / account holder | $4,852 | $8,447-42.6% | $10,958-55.7% | $6,924-29.9% |