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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 | $148,056 | $82,523+79.4% | $115,752+27.9% | $70,124+111.1% |
| Participation rate | 95.6% | 74.0%+21.6pp | 77.8%+17.8pp | 69.5%+26.0pp |
| Annual return | 20.22% | 28.22%-8.0pp | 19.41%+0.8pp | 73.14%-52.9pp |
| Employer contribution / active EE | $5,661 | $2,758+105.2% | $3,492+62.1% | $2,342+141.7% |
| Participant deferral / active EE | $13,850 | $4,062+241.0% | $5,204+166.2% | $3,332+315.7% |
| Admin fee / account holder | $2,688 | $4,552-41.0% | $6,278-57.2% | $4,645-42.1% |