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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 | $147,150 | $110,137+33.6% | $161,149-8.7% | $82,637+78.1% |
| Participation rate | 93.1% | 72.4%+20.8pp | 78.8%+14.3pp | 68.1%+25.0pp |
| Annual return | 12.67% | 20.69%-8.0pp | 21.16%-8.5pp | 53.51%-40.8pp |
| Employer contribution / active EE | $4,053 | $2,856+41.9% | $4,360-7.0% | $2,552+58.8% |
| Participant deferral / active EE | $6,638 | $4,575+45.1% | $6,153+7.9% | $4,126+60.9% |
| Admin fee / account holder | $39,781 | $9,467+320.2% | $15,194+161.8% | $7,339+442.1% |