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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 | $141,209 | $85,515+65.1% | $112,040+26.0% | $67,986+107.7% |
| Participation rate | 76.2% | 68.2%+8.0pp | 76.5%-0.3pp | 57.2%+19.0pp |
| Annual return | 13.39% | 29.68%-16.3pp | 24.52%-11.1pp | 31.67%-18.3pp |
| Employer contribution / active EE | $5,835 | $2,191+166.3% | $2,954+97.5% | $2,019+189.0% |
| Participant deferral / active EE | $13,243 | $4,014+229.9% | $5,098+159.8% | $3,358+294.4% |
| Admin fee / account holder | $9,569 | $3,774+153.6% | $12,098-20.9% | $3,203+198.7% |