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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 | $143,977 | $91,559+57.3% | $133,978+7.5% | $79,856+80.3% |
| Participation rate | 98.9% | 73.3%+25.6pp | 79.8%+19.1pp | 69.6%+29.3pp |
| Annual return | 10.75% | 61.85%-51.1pp | 45.10%-34.3pp | 31.71%-21.0pp |
| Employer contribution / active EE | $2,715 | $2,384+13.9% | $3,919-30.7% | $2,471+9.9% |
| Participant deferral / active EE | $5,215 | $3,734+39.7% | $5,047+3.3% | $3,741+39.4% |
| Admin fee / account holder | $10,600 | $6,321+67.7% | $8,930+18.7% | $5,306+99.8% |