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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 | $149,699 | $87,834+70.4% | $133,975+11.7% | $62,881+138.1% |
| Participation rate | 94.1% | 83.4%+10.7pp | 87.1%+7.1pp | 69.3%+24.8pp |
| Annual return | 8.88% | 12.05%-3.2pp | 29.29%-20.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $4,679 | $3,482+34.4% | $5,211-10.2% | $2,281+105.1% |
| Participant deferral / active EE | $12,984 | $4,812+169.9% | $6,282+106.7% | $3,203+305.4% |
| Admin fee / account holder | $19,019 | $5,372+254.0% | $9,324+104.0% | $4,296+342.7% |