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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 | $147,778 | $67,602+118.6% | $82,312+79.5% | $70,126+110.7% |
| Participation rate | 93.5% | 72.8%+20.8pp | 76.9%+16.7pp | 69.5%+24.0pp |
| Annual return | 18.11% | 21.57%-3.5pp | 25.88%-7.8pp | 73.15%-55.0pp |
| Employer contribution / active EE | $2,864 | $1,755+63.2% | $2,428+17.9% | $2,343+22.3% |
| Participant deferral / active EE | $8,471 | $2,987+183.6% | $3,706+128.6% | $3,332+154.2% |
| Admin fee / account holder | $1,803 | $4,512-60.0% | $5,608-67.8% | $4,645-61.2% |