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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 | $140,454 | $73,988+89.8% | $96,538+45.5% | $75,177+86.8% |
| Participation rate | 97.1% | 66.4%+30.7pp | 74.3%+22.8pp | 67.2%+29.9pp |
| Annual return | 14.70% | 26.73%-12.0pp | 35.74%-21.0pp | 160.75%-146.1pp |
| Employer contribution / active EE | $6,287 | $2,930+114.5% | $3,740+68.1% | $2,671+135.4% |
| Participant deferral / active EE | $7,785 | $3,660+112.7% | $4,880+59.5% | $4,126+88.7% |
| Admin fee / account holder | $6,050 | $5,220+15.9% | $6,737-10.2% | $5,651+7.1% |