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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 | $142,448 | $80,705+76.5% | $115,768+23.0% | $67,986+109.5% |
| Participation rate | 94.4% | 63.0%+31.4pp | 74.4%+20.0pp | 57.2%+37.2pp |
| Annual return | 15.84% | 18.49%-2.7pp | 100.46%-84.6pp | 31.67%-15.8pp |
| Employer contribution / active EE | $4,195 | $2,046+105.0% | $2,940+42.7% | $2,019+107.8% |
| Participant deferral / active EE | $4,074 | $3,559+14.5% | $4,917-17.1% | $3,358+21.3% |
| Admin fee / account holder | $20,260 | $4,135+389.9% | $12,439+62.9% | $3,203+532.5% |