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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 | $148,548 | $65,367+127.3% | $92,915+59.9% | $72,976+103.6% |
| Participation rate | 93.7% | 68.3%+25.3pp | 76.0%+17.6pp | 69.5%+24.2pp |
| Annual return | 24.39% | 42.11%-17.7pp | 109.45%-85.1pp | 81.02%-56.6pp |
| Employer contribution / active EE | $709 | $2,594-72.7% | $3,653-80.6% | $2,440-70.9% |
| Participant deferral / active EE | $9,027 | $3,128+188.6% | $4,238+113.0% | $3,608+150.2% |
| Admin fee / account holder | $7,384 | $4,251+73.7% | $5,796+27.4% | $5,124+44.1% |