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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 | $81,504+77.8% | $102,437+41.5% | $80,959+79.0% |
| Participation rate | 88.4% | 66.9%+21.5pp | 74.5%+13.9pp | 67.7%+20.7pp |
| Annual return | 11.81% | 25.60%-13.8pp | 24.95%-13.1pp | 35.67%-23.9pp |
| Employer contribution / active EE | $8,698 | $3,104+180.3% | $3,871+124.7% | $2,757+215.5% |
| Participant deferral / active EE | $6,027 | $3,871+55.7% | $5,060+19.1% | $4,300+40.1% |
| Admin fee / account holder | $9,994 | $6,719+48.7% | $8,388+19.1% | $6,925+44.3% |