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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 | $75,541+77.5% | $152,093-11.8% | $82,637+62.3% |
| Participation rate | 78.8% | 66.5%+12.2pp | 77.8%+1.0pp | 68.1%+10.7pp |
| Annual return | 25.17% | 32.56%-7.4pp | 66.36%-41.2pp | 53.51%-28.3pp |
| Employer contribution / active EE | $8,824 | $2,622+236.5% | $4,175+111.4% | $2,552+245.8% |
| Participant deferral / active EE | $12,372 | $3,206+285.9% | $5,451+126.9% | $4,126+199.8% |
| Admin fee / account holder | $19,793 | $6,405+209.0% | $14,497+36.5% | $7,339+169.7% |