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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 | $143,504 | $63,365+126.5% | $91,994+56.0% | $72,976+96.6% |
| Participation rate | 97.7% | 72.5%+25.2pp | 78.6%+19.1pp | 69.5%+28.2pp |
| Annual return | 20.29% | 35.35%-15.1pp | 69.04%-48.7pp | 81.02%-60.7pp |
| Employer contribution / active EE | $9,100 | $2,116+330.1% | $3,453+163.5% | $2,440+272.9% |
| Participant deferral / active EE | $9,025 | $4,883+84.8% | $5,924+52.3% | $3,608+150.1% |
| Admin fee / account holder | $1,665 | $4,670-64.4% | $7,744-78.5% | $5,124-67.5% |