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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 | $155,422 | $86,298+80.1% | $111,308+39.6% | $85,847+81.0% |
| Participation rate | 84.4% | 73.3%+11.0pp | 77.3%+7.1pp | 69.3%+15.1pp |
| Annual return | 12.84% | 19.99%-7.1pp | 54.67%-41.8pp | 318.61%-305.8pp |
| Employer contribution / active EE | $4,118 | $2,044+101.5% | $2,732+50.8% | $2,565+60.5% |
| Participant deferral / active EE | $11,743 | $3,641+222.5% | $4,487+161.7% | $3,952+197.1% |
| Admin fee / account holder | $11,013 | $8,189+34.5% | $7,965+38.3% | $6,261+75.9% |