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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 | $77,814+91.1% | $158,223-6.0% | $86,983+71.0% |
| Participation rate | 96.9% | 68.4%+28.5pp | 79.2%+17.7pp | 69.5%+27.3pp |
| Annual return | 15.42% | 30.54%-15.1pp | 52.09%-36.7pp | 25.83%-10.4pp |
| Employer contribution / active EE | $10,124 | $2,592+290.6% | $4,109+146.4% | $2,584+291.7% |
| Participant deferral / active EE | $7,274 | $3,270+122.5% | $5,467+33.1% | $4,194+73.4% |
| Admin fee / account holder | $7,173 | $5,879+22.0% | $16,047-55.3% | $7,856-8.7% |