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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 | $141,652 | $48,078+194.6% | $78,676+80.0% | $62,881+125.3% |
| Participation rate | 85.2% | 65.2%+20.0pp | 73.6%+11.6pp | 69.3%+15.9pp |
| Annual return | 8.12% | 31.36%-23.2pp | 62.19%-54.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $8,924 | $2,015+343.0% | $2,850+213.1% | $2,281+291.3% |
| Participant deferral / active EE | $9,725 | $2,587+275.9% | $3,517+176.5% | $3,203+203.6% |
| Admin fee / account holder | $4,340 | $3,206+35.4% | $4,510-3.8% | $4,296+1.0% |