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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 | $149,510 | $76,551+95.3% | $123,894+20.7% | $62,881+137.8% |
| Participation rate | 97.4% | 73.0%+24.5pp | 81.4%+16.0pp | 69.3%+28.1pp |
| Annual return | 8.61% | 18.68%-10.1pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $7,167 | $2,882+148.7% | $4,617+55.2% | $2,281+214.2% |
| Participant deferral / active EE | $11,314 | $4,840+133.8% | $5,984+89.1% | $3,203+253.2% |
| Admin fee / account holder | $1,670 | $4,826-65.4% | $8,357-80.0% | $4,296-61.1% |