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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 | $154,933 | $48,078+222.3% | $78,675+96.9% | $62,881+146.4% |
| Participation rate | 97.7% | 65.2%+32.5pp | 73.6%+24.2pp | 69.3%+28.4pp |
| Annual return | 9.00% | 31.36%-22.4pp | 62.19%-53.2pp | 20.14%-11.1pp |
| Employer contribution / active EE | $9,880 | $2,015+390.4% | $2,850+246.7% | $2,281+333.2% |
| Participant deferral / active EE | $11,666 | $2,587+350.9% | $3,517+231.7% | $3,203+264.2% |
| Admin fee / account holder | $8,215 | $3,206+156.2% | $4,510+82.2% | $4,296+91.2% |