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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 | $141,160 | $101,795+38.7% | $165,100-14.5% | $80,959+74.4% |
| Participation rate | 97.1% | 71.8%+25.3pp | 78.6%+18.5pp | 67.7%+29.5pp |
| Annual return | 13.14% | 16.73%-3.6pp | 70.21%-57.1pp | 35.67%-22.5pp |
| Employer contribution / active EE | $8,385 | $2,954+183.9% | $4,348+92.8% | $2,757+204.1% |
| Participant deferral / active EE | $5,533 | $4,476+23.6% | $6,035-8.3% | $4,300+28.7% |
| Admin fee / account holder | $9,928 | $8,221+20.8% | $12,696-21.8% | $6,925+43.4% |