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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 | $143,067 | $93,617+52.8% | $135,982+5.2% | $75,177+90.3% |
| Participation rate | 94.9% | 75.2%+19.7pp | 81.9%+12.9pp | 67.2%+27.7pp |
| Annual return | 18.08% | 30.89%-12.8pp | 68.32%-50.2pp | 160.75%-142.7pp |
| Employer contribution / active EE | $5,925 | $3,538+67.5% | $4,859+21.9% | $2,671+121.8% |
| Participant deferral / active EE | $12,306 | $6,406+92.1% | $7,760+58.6% | $4,126+198.2% |
| Admin fee / account holder | $5,705 | $6,980-18.3% | $10,767-47.0% | $5,651+1.0% |