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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 | $144,927 | $81,446+77.9% | $103,374+40.2% | $80,874+79.2% |
| Participation rate | 88.4% | 66.9%+21.5pp | 74.5%+13.9pp | 67.6%+20.7pp |
| Annual return | 11.81% | 25.57%-13.8pp | 24.89%-13.1pp | 35.62%-23.8pp |
| Employer contribution / active EE | $8,698 | $3,107+179.9% | $3,869+124.8% | $2,756+215.7% |
| Participant deferral / active EE | $6,027 | $3,870+55.7% | $5,058+19.2% | $4,297+40.3% |
| Admin fee / account holder | $9,994 | $6,715+48.8% | $8,394+19.1% | $6,935+44.1% |