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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 | $140,385 | $84,458+66.2% | $102,184+37.4% | $64,340+118.2% |
| Participation rate | 98.1% | 74.2%+23.9pp | 82.6%+15.5pp | 55.2%+42.8pp |
| Annual return | 22.09% | 45.73%-23.6pp | 31.58%-9.5pp | 24.14%-2.1pp |
| Employer contribution / active EE | $2,645 | $2,412+9.7% | $3,594-26.4% | $1,862+42.1% |
| Participant deferral / active EE | $11,586 | $6,208+86.6% | $8,309+39.4% | $2,980+288.8% |
| Admin fee / account holder | $2,578 | $2,926-11.9% | $11,609-77.8% | $3,703-30.4% |