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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 | $147,616 | $56,544+161.1% | $75,501+95.5% | $70,126+110.5% |
| Participation rate | 96.8% | 68.1%+28.7pp | 72.4%+24.5pp | 69.5%+27.3pp |
| Annual return | 17.32% | 23.59%-6.3pp | 27.35%-10.0pp | 73.15%-55.8pp |
| Employer contribution / active EE | $2,385 | $1,817+31.3% | $2,352+1.4% | $2,343+1.8% |
| Participant deferral / active EE | $4,187 | $2,580+62.3% | $3,142+33.3% | $3,332+25.7% |
| Admin fee / account holder | $8,690 | $3,827+127.1% | $5,801+49.8% | $4,645+87.1% |