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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 | $157,292 | $79,955+96.7% | $98,461+59.8% | $75,173+109.2% |
| Participation rate | 94.5% | 70.4%+24.2pp | 75.2%+19.4pp | 67.2%+27.3pp |
| Annual return | 15.80% | 19.75%-4.0pp | 21.17%-5.4pp | 160.72%-144.9pp |
| Employer contribution / active EE | $5,420 | $2,264+139.4% | $3,049+77.8% | $2,671+102.9% |
| Participant deferral / active EE | $8,684 | $3,752+131.4% | $4,738+83.3% | $4,126+110.5% |
| Admin fee / account holder | $9,910 | $6,841+44.9% | $8,961+10.6% | $5,651+75.4% |