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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 | $143,527 | $93,598+53.3% | $135,974+5.6% | $75,173+90.9% |
| Participation rate | 97.7% | 75.2%+22.5pp | 81.9%+15.8pp | 67.2%+30.5pp |
| Annual return | 18.10% | 30.89%-12.8pp | 68.30%-50.2pp | 160.72%-142.6pp |
| Employer contribution / active EE | $11,119 | $3,538+214.3% | $4,859+128.8% | $2,671+316.3% |
| Participant deferral / active EE | $8,226 | $6,405+28.4% | $7,760+6.0% | $4,126+99.4% |
| Admin fee / account holder | $3,173 | $6,978-54.5% | $10,767-70.5% | $5,651-43.8% |