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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 | $195,029 | $81,358+139.7% | $155,556+25.4% | $80,959+140.9% |
| Participation rate | 97.1% | 66.3%+30.8pp | 78.2%+18.8pp | 67.7%+29.4pp |
| Annual return | 23.34% | 33.39%-10.0pp | 64.84%-41.5pp | 35.67%-12.3pp |
| Employer contribution / active EE | $6,962 | $3,106+124.1% | $4,675+48.9% | $2,757+152.5% |
| Participant deferral / active EE | $5,249 | $3,455+51.9% | $5,631-6.8% | $4,300+22.0% |
| Admin fee / account holder | $7,586 | $7,994-5.1% | $15,885-52.2% | $6,925+9.5% |