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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 | $144,535 | $106,749+35.4% | $145,433-0.6% | $82,448+75.3% |
| Participation rate | 92.6% | 75.6%+17.0pp | 82.1%+10.5pp | 68.1%+24.6pp |
| Annual return | 19.50% | 27.59%-8.1pp | 66.58%-47.1pp | 41.64%-22.1pp |
| Employer contribution / active EE | $6,785 | $3,444+97.0% | $4,554+49.0% | $2,551+166.0% |
| Participant deferral / active EE | $18,431 | $6,519+182.7% | $7,897+133.4% | $4,139+345.3% |
| Admin fee / account holder | $18,910 | $8,390+125.4% | $13,129+44.0% | $7,234+161.4% |