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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 | $141,563 | $67,602+109.4% | $82,312+72.0% | $70,126+101.9% |
| Participation rate | 90.2% | 72.8%+17.5pp | 76.9%+13.3pp | 69.5%+20.7pp |
| Annual return | 18.65% | 21.57%-2.9pp | 25.88%-7.2pp | 73.15%-54.5pp |
| Employer contribution / active EE | $4,501 | $1,755+156.5% | $2,428+85.4% | $2,343+92.2% |
| Participant deferral / active EE | $12,520 | $2,987+319.1% | $3,706+237.8% | $3,332+275.8% |
| Admin fee / account holder | $12,395 | $4,512+174.7% | $5,608+121.0% | $4,645+166.8% |