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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 | $143,464 | $81,358+76.3% | $155,556-7.8% | $80,959+77.2% |
| Participation rate | 96.8% | 66.3%+30.5pp | 78.2%+18.5pp | 67.7%+29.1pp |
| Annual return | 17.00% | 33.39%-16.4pp | 64.84%-47.8pp | 35.67%-18.7pp |
| Employer contribution / active EE | $4,295 | $3,106+38.3% | $4,675-8.1% | $2,757+55.8% |
| Participant deferral / active EE | $7,591 | $3,455+119.7% | $5,631+34.8% | $4,300+76.5% |
| Admin fee / account holder | $7,775 | $7,994-2.7% | $15,885-51.1% | $6,925+12.3% |