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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 | $137,279 | $108,825+26.1% | $156,181-12.1% | $82,448+66.5% |
| Participation rate | 86.3% | 72.4%+13.9pp | 78.8%+7.4pp | 68.1%+18.2pp |
| Annual return | 29.75% | 20.59%+9.2pp | 64.87%-35.1pp | 41.64%-11.9pp |
| Employer contribution / active EE | $5,144 | $2,870+79.3% | $4,294+19.8% | $2,551+101.7% |
| Participant deferral / active EE | $13,092 | $4,577+186.0% | $6,132+113.5% | $4,139+216.3% |
| Admin fee / account holder | $7,135 | $9,341-23.6% | $14,586-51.1% | $7,234-1.4% |