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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 | $134,041 | $67,602+98.3% | $82,312+62.8% | $70,126+91.1% |
| Participation rate | 96.1% | 72.8%+23.3pp | 76.9%+19.2pp | 69.5%+26.5pp |
| Annual return | 16.48% | 21.57%-5.1pp | 25.88%-9.4pp | 73.15%-56.7pp |
| Employer contribution / active EE | $2,750 | $1,755+56.7% | $2,428+13.2% | $2,343+17.4% |
| Participant deferral / active EE | $8,004 | $2,987+168.0% | $3,706+116.0% | $3,332+140.2% |
| Admin fee / account holder | $19,209 | $4,512+325.8% | $5,608+242.5% | $4,645+313.5% |