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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 | $148,085 | $76,551+93.4% | $123,894+19.5% | $62,881+135.5% |
| Participation rate | 98.8% | 73.0%+25.8pp | 81.4%+17.4pp | 69.3%+29.5pp |
| Annual return | 8.42% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $6,277 | $2,882+117.8% | $4,617+36.0% | $2,281+175.2% |
| Participant deferral / active EE | $5,566 | $4,840+15.0% | $5,984-7.0% | $3,203+73.8% |
| Admin fee / account holder | $5,873 | $4,826+21.7% | $8,357-29.7% | $4,296+36.7% |