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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 | $135,816 | $81,476+66.7% | $102,383+32.7% | $80,925+67.8% |
| Participation rate | 70.0% | 66.8%+3.2pp | 74.5%-4.5pp | 67.7%+2.3pp |
| Annual return | 15.81% | 25.59%-9.8pp | 24.94%-9.1pp | 35.65%-19.8pp |
| Employer contribution / active EE | $5,719 | $3,105+84.2% | $3,870+47.8% | $2,756+107.5% |
| Participant deferral / active EE | $10,150 | $3,871+162.2% | $5,060+100.6% | $4,299+136.1% |
| Admin fee / account holder | $14,078 | $6,717+109.6% | $8,391+67.8% | $6,940+102.9% |