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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 | $147,429 | $78,423+88.0% | $95,964+53.6% | $79,856+84.6% |
| Participation rate | 94.9% | 73.5%+21.4pp | 77.1%+17.8pp | 69.6%+25.2pp |
| Annual return | 13.80% | 19.37%-5.6pp | 91.64%-77.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $3,283 | $1,945+68.7% | $2,541+29.2% | $2,471+32.8% |
| Participant deferral / active EE | $7,460 | $3,440+116.9% | $4,167+79.0% | $3,741+99.4% |
| Admin fee / account holder | $7,856 | $5,622+39.8% | $6,797+15.6% | $5,306+48.1% |