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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 | $142,526 | $76,551+86.2% | $123,894+15.0% | $62,881+126.7% |
| Participation rate | 97.4% | 73.0%+24.5pp | 81.4%+16.0pp | 69.3%+28.1pp |
| Annual return | 7.39% | 18.68%-11.3pp | 47.52%-40.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $3,081 | $2,882+6.9% | $4,617-33.3% | $2,281+35.1% |
| Participant deferral / active EE | $10,428 | $4,840+115.5% | $5,984+74.3% | $3,203+225.6% |
| Admin fee / account holder | $8,417 | $4,826+74.4% | $8,357+0.7% | $4,296+95.9% |