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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 | $142,485 | $96,731+47.3% | $123,973+14.9% | $86,983+63.8% |
| Participation rate | 92.7% | 70.0%+22.7pp | 76.7%+16.1pp | 69.5%+23.2pp |
| Annual return | 15.33% | 17.33%-2.0pp | 388.13%-372.8pp | 25.83%-10.5pp |
| Employer contribution / active EE | $11,268 | $3,297+241.8% | $4,126+173.1% | $2,584+336.0% |
| Participant deferral / active EE | $8,889 | $4,152+114.1% | $5,247+69.4% | $4,194+112.0% |
| Admin fee / account holder | $14,017 | $8,722+60.7% | $11,799+18.8% | $7,856+78.4% |