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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 | $147,868 | $83,485+77.1% | $125,192+18.1% | $72,975+102.6% |
| Participation rate | 92.9% | 73.3%+19.6pp | 79.8%+13.1pp | 69.5%+23.4pp |
| Annual return | 20.35% | 25.77%-5.4pp | 43.79%-23.4pp | 81.01%-60.7pp |
| Employer contribution / active EE | $3,496 | $2,346+49.0% | $3,866-9.6% | $2,440+43.3% |
| Participant deferral / active EE | $8,111 | $3,586+126.2% | $4,937+64.3% | $3,608+124.8% |
| Admin fee / account holder | $10,203 | $5,518+84.9% | $9,704+5.1% | $5,124+99.1% |