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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 | $142,410 | $75,963+87.5% | $97,995+45.3% | $70,126+103.1% |
| Participation rate | 97.2% | 77.0%+20.2pp | 82.4%+14.8pp | 69.5%+27.6pp |
| Annual return | 18.06% | 19.26%-1.2pp | 23.94%-5.9pp | 73.15%-55.1pp |
| Employer contribution / active EE | $6,894 | $3,278+110.3% | $4,158+65.8% | $2,343+194.3% |
| Participant deferral / active EE | $12,130 | $4,053+199.3% | $5,097+138.0% | $3,332+264.1% |
| Admin fee / account holder | $7,581 | $5,407+40.2% | $5,943+27.5% | $4,645+63.2% |