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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 | $148,601 | $76,551+94.1% | $123,894+19.9% | $62,881+136.3% |
| Participation rate | 93.5% | 73.0%+20.6pp | 81.4%+12.1pp | 69.3%+24.2pp |
| Annual return | 7.96% | 18.68%-10.7pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $4,624 | $2,882+60.4% | $4,617+0.2% | $2,281+102.7% |
| Participant deferral / active EE | $5,686 | $4,840+17.5% | $5,984-5.0% | $3,203+77.5% |
| Admin fee / account holder | $11,095 | $4,826+129.9% | $8,357+32.8% | $4,296+158.3% |