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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 | $144,425 | $57,828+149.8% | $117,039+23.4% | $70,126+106.0% |
| Participation rate | 97.6% | 67.1%+30.4pp | 77.2%+20.4pp | 69.5%+28.0pp |
| Annual return | 13.01% | 17.55%-4.5pp | 18.95%-5.9pp | 73.15%-60.1pp |
| Employer contribution / active EE | $6,301 | $1,816+247.0% | $3,785+66.5% | $2,343+169.0% |
| Participant deferral / active EE | $2,647 | $2,438+8.6% | $3,929-32.6% | $3,332-20.6% |
| Admin fee / account holder | $694 | $3,548-80.4% | $5,974-88.4% | $4,645-85.1% |