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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 | $112,736 | $58,848+91.6% | $88,179+27.8% | $82,637+36.4% |
| Participation rate | 88.2% | 57.9%+30.3pp | 69.1%+19.1pp | 68.1%+20.2pp |
| Annual return | 14.95% | 22.76%-7.8pp | 64.97%-50.0pp | 53.51%-38.6pp |
| Employer contribution / active EE | $5,002 | $1,678+198.0% | $2,549+96.2% | $2,552+96.0% |
| Participant deferral / active EE | $5,079 | $3,124+62.6% | $4,614+10.1% | $4,126+23.1% |
| Admin fee / account holder | $17,841 | $4,795+272.1% | $7,673+132.5% | $7,339+143.1% |