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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 | $73,940+90.0% | $96,496+45.6% | $75,173+86.8% |
| Participation rate | 97.1% | 66.4%+30.7pp | 74.3%+22.8pp | 67.2%+29.9pp |
| Annual return | 14.70% | 26.71%-12.0pp | 35.70%-21.0pp | 160.65%-146.0pp |
| Employer contribution / active EE | $6,287 | $2,929+114.6% | $3,738+68.2% | $2,670+135.4% |
| Participant deferral / active EE | $7,785 | $3,659+112.8% | $4,879+59.6% | $4,126+88.7% |
| Admin fee / account holder | $6,050 | $5,216+16.0% | $6,731-10.1% | $5,651+7.1% |