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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 | $148,458 | $67,602+119.6% | $82,312+80.4% | $70,126+111.7% |
| Participation rate | 97.2% | 72.8%+24.5pp | 76.9%+20.3pp | 69.5%+27.7pp |
| Annual return | 17.36% | 21.57%-4.2pp | 25.88%-8.5pp | 73.15%-55.8pp |
| Employer contribution / active EE | $12,189 | $1,755+594.6% | $2,428+401.9% | $2,343+420.3% |
| Participant deferral / active EE | $8,412 | $2,987+181.6% | $3,706+127.0% | $3,332+152.5% |
| Admin fee / account holder | $7,318 | $4,512+62.2% | $5,608+30.5% | $4,645+57.5% |