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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 | $143,615 | $93,617+53.4% | $135,982+5.6% | $75,177+91.0% |
| Participation rate | 97.2% | 75.2%+22.0pp | 81.9%+15.3pp | 67.2%+30.0pp |
| Annual return | 16.34% | 30.89%-14.5pp | 68.32%-52.0pp | 160.75%-144.4pp |
| Employer contribution / active EE | $8,706 | $3,538+146.0% | $4,859+79.2% | $2,671+225.9% |
| Participant deferral / active EE | $14,936 | $6,406+133.2% | $7,760+92.5% | $4,126+262.0% |
| Admin fee / account holder | $3,049 | $6,980-56.3% | $10,767-71.7% | $5,651-46.0% |