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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 | $111,682 | $87,106+28.2% | $105,607+5.8% | $80,935+38.0% |
| Participation rate | 84.3% | 70.4%+13.9pp | 75.3%+9.0pp | 67.7%+16.7pp |
| Annual return | 11.72% | 17.01%-5.3pp | 116.11%-104.4pp | 35.66%-23.9pp |
| Employer contribution / active EE | $4,662 | $2,396+94.5% | $3,167+47.2% | $2,757+69.1% |
| Participant deferral / active EE | $7,239 | $3,986+81.6% | $5,011+44.5% | $4,299+68.4% |
| Admin fee / account holder | $14,619 | $8,447+73.1% | $10,958+33.4% | $6,924+111.1% |