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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 | $153,876 | $86,938+77.0% | $102,423+50.2% | $80,925+90.1% |
| Participation rate | 97.3% | 72.4%+24.9pp | 76.5%+20.8pp | 67.7%+29.6pp |
| Annual return | 14.04% | 18.89%-4.9pp | 29.42%-15.4pp | 35.65%-21.6pp |
| Employer contribution / active EE | $5,169 | $2,369+118.2% | $3,023+71.0% | $2,756+87.5% |
| Participant deferral / active EE | $9,388 | $4,120+127.8% | $5,054+85.7% | $4,299+118.4% |
| Admin fee / account holder | $19,076 | $8,053+136.9% | $9,455+101.8% | $6,940+174.9% |