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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 | $149,688 | $63,314+136.4% | $91,004+64.5% | $62,293+140.3% |
| Participation rate | 93.6% | 73.3%+20.3pp | 75.6%+18.0pp | 69.5%+24.1pp |
| Annual return | 16.64% | 21.00%-4.4pp | 4.60%+12.0pp | 28.90%-12.3pp |
| Employer contribution / active EE | $3,625 | $1,807+100.6% | $2,456+47.6% | $2,042+77.5% |
| Participant deferral / active EE | $6,274 | $2,944+113.1% | $3,548+76.8% | $3,169+98.0% |
| Admin fee / account holder | $3,926 | $468+739.7% | $5,417-27.5% | $479+719.1% |