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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 | $148,699 | $86,050+72.8% | $189,758-21.6% | $94,015+58.2% |
| Participation rate | 96.9% | 68.9%+28.0pp | 79.8%+17.1pp | 70.8%+26.1pp |
| Annual return | 15.42% | 17.77%-2.4pp | 52.62%-37.2pp | 17.84%-2.4pp |
| Employer contribution / active EE | $10,124 | $2,819+259.1% | $4,767+112.4% | $2,790+262.9% |
| Participant deferral / active EE | $7,274 | $3,349+117.2% | $5,856+24.2% | $4,249+71.2% |
| Admin fee / account holder | $7,173 | $6,627+8.2% | $20,388-64.8% | $8,951-19.9% |