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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 | $87,060+28.3% | $105,591+5.8% | $80,911+38.0% |
| Participation rate | 84.3% | 70.4%+13.9pp | 75.3%+9.0pp | 67.6%+16.7pp |
| Annual return | 11.72% | 17.05%-5.3pp | 116.43%-104.7pp | 35.63%-23.9pp |
| Employer contribution / active EE | $4,662 | $2,396+94.5% | $3,166+47.2% | $2,756+69.2% |
| Participant deferral / active EE | $7,239 | $3,986+81.6% | $5,008+44.5% | $4,297+68.5% |
| Admin fee / account holder | $14,619 | $8,442+73.2% | $11,024+32.6% | $6,935+110.8% |