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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 | $175,992 | $77,472+127.2% | $100,392+75.3% | $80,935+117.4% |
| Participation rate | 80.0% | 76.9%+3.1pp | 81.5%-1.5pp | 67.7%+12.3pp |
| Annual return | 14.03% | 37.26%-23.2pp | 49.45%-35.4pp | 35.66%-21.6pp |
| Employer contribution / active EE | $3,110 | $2,800+11.1% | $3,941-21.1% | $2,757+12.8% |
| Participant deferral / active EE | $7,755 | $6,818+13.7% | $8,090-4.1% | $4,299+80.4% |
| Admin fee / account holder | $10,756 | $5,885+82.8% | $7,904+36.1% | $6,924+55.3% |