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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 | $150,648 | $76,551+96.8% | $123,894+21.6% | $62,881+139.6% |
| Participation rate | 94.2% | 73.0%+21.2pp | 81.4%+12.8pp | 69.3%+24.9pp |
| Annual return | 8.64% | 18.68%-10.0pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $7,391 | $2,882+156.4% | $4,617+60.1% | $2,281+224.0% |
| Participant deferral / active EE | $5,585 | $4,840+15.4% | $5,984-6.7% | $3,203+74.4% |
| Admin fee / account holder | $2,087 | $4,826-56.8% | $8,357-75.0% | $4,296-51.4% |