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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 | $149,388 | $80,983+84.5% | $96,544+54.7% | $75,177+98.7% |
| Participation rate | 95.7% | 71.8%+24.0pp | 76.0%+19.8pp | 67.2%+28.5pp |
| Annual return | 13.48% | 27.05%-13.6pp | 25.88%-12.4pp | 160.75%-147.3pp |
| Employer contribution / active EE | $7,008 | $2,282+207.0% | $2,966+136.2% | $2,671+162.4% |
| Participant deferral / active EE | $9,288 | $3,929+136.4% | $4,851+91.4% | $4,126+125.1% |
| Admin fee / account holder | $4,100 | $6,717-39.0% | $8,254-50.3% | $5,651-27.4% |