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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 | $142,530 | $81,446+75.0% | $103,374+37.9% | $80,874+76.2% |
| Participation rate | 90.7% | 66.9%+23.8pp | 74.5%+16.2pp | 67.6%+23.1pp |
| Annual return | 16.12% | 25.57%-9.4pp | 24.89%-8.8pp | 35.62%-19.5pp |
| Employer contribution / active EE | $8,263 | $3,107+165.9% | $3,869+113.6% | $2,756+199.9% |
| Participant deferral / active EE | $4,047 | $3,870+4.6% | $5,058-20.0% | $4,297-5.8% |
| Admin fee / account holder | $1,156 | $6,715-82.8% | $8,394-86.2% | $6,935-83.3% |