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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 | $143,533 | $77,472+85.3% | $100,415+42.9% | $80,959+77.3% |
| Participation rate | 97.1% | 76.9%+20.1pp | 81.5%+15.5pp | 67.7%+29.4pp |
| Annual return | 17.90% | 37.26%-19.4pp | 49.47%-31.6pp | 35.67%-17.8pp |
| Employer contribution / active EE | $9,288 | $2,800+231.7% | $3,943+135.6% | $2,757+236.9% |
| Participant deferral / active EE | $12,268 | $6,818+79.9% | $8,091+51.6% | $4,300+185.3% |
| Admin fee / account holder | $7,740 | $5,885+31.5% | $7,906-2.1% | $6,925+11.8% |