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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 | $134,106 | $76,407+75.5% | $150,298-10.8% | $82,448+62.7% |
| Participation rate | 78.8% | 66.4%+12.4pp | 77.8%+1.0pp | 68.1%+10.7pp |
| Annual return | 25.17% | 39.99%-14.8pp | 62.79%-37.6pp | 41.64%-16.5pp |
| Employer contribution / active EE | $8,824 | $2,614+237.6% | $4,154+112.4% | $2,551+245.9% |
| Participant deferral / active EE | $12,372 | $3,214+284.9% | $5,453+126.9% | $4,139+198.9% |
| Admin fee / account holder | $19,793 | $6,352+211.6% | $14,116+40.2% | $7,234+173.6% |