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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 | $153,389 | $76,551+100.4% | $123,894+23.8% | $62,881+143.9% |
| Participation rate | 96.9% | 73.0%+23.9pp | 81.4%+15.5pp | 69.3%+27.6pp |
| Annual return | 11.27% | 18.68%-7.4pp | 47.52%-36.3pp | 20.14%-8.9pp |
| Employer contribution / active EE | $6,250 | $2,882+116.8% | $4,617+35.4% | $2,281+174.0% |
| Participant deferral / active EE | $6,091 | $4,840+25.9% | $5,984+1.8% | $3,203+90.2% |
| Admin fee / account holder | $7,898 | $4,826+63.7% | $8,357-5.5% | $4,296+83.8% |