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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 | $145,008 | $86,050+68.5% | $189,758-23.6% | $94,015+54.2% |
| Participation rate | 94.1% | 68.9%+25.2pp | 79.8%+14.3pp | 70.8%+23.3pp |
| Annual return | 12.78% | 17.77%-5.0pp | 52.62%-39.8pp | 17.84%-5.1pp |
| Employer contribution / active EE | $6,894 | $2,819+144.5% | $4,767+44.6% | $2,790+147.1% |
| Participant deferral / active EE | $7,664 | $3,349+128.9% | $5,856+30.9% | $4,249+80.4% |
| Admin fee / account holder | $38,047 | $6,627+474.2% | $20,388+86.6% | $8,951+325.0% |