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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 | $154,588 | $76,551+101.9% | $123,894+24.8% | $62,881+145.8% |
| Participation rate | 98.1% | 73.0%+25.1pp | 81.4%+16.7pp | 69.3%+28.8pp |
| Annual return | 13.83% | 18.68%-4.8pp | 47.52%-33.7pp | 20.14%-6.3pp |
| Employer contribution / active EE | $8,261 | $2,882+186.6% | $4,617+78.9% | $2,281+262.2% |
| Participant deferral / active EE | $10,252 | $4,840+111.8% | $5,984+71.3% | $3,203+220.1% |
| Admin fee / account holder | $6,071 | $4,826+25.8% | $8,357-27.4% | $4,296+41.3% |