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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 | $151,042 | $75,963+98.8% | $97,995+54.1% | $70,126+115.4% |
| Participation rate | 97.8% | 77.0%+20.9pp | 82.4%+15.5pp | 69.5%+28.3pp |
| Annual return | 18.66% | 19.26%-0.6pp | 23.94%-5.3pp | 73.15%-54.5pp |
| Employer contribution / active EE | $7,922 | $3,278+141.6% | $4,158+90.5% | $2,343+238.2% |
| Participant deferral / active EE | $7,445 | $4,053+83.7% | $5,097+46.1% | $3,332+123.4% |
| Admin fee / account holder | $2,496 | $5,407-53.8% | $5,943-58.0% | $4,645-46.3% |