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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 | $121,125 | $78,423+54.5% | $95,964+26.2% | $79,856+51.7% |
| Participation rate | 94.7% | 73.5%+21.2pp | 77.1%+17.7pp | 69.6%+25.1pp |
| Annual return | 17.45% | 19.37%-1.9pp | 91.64%-74.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $3,142 | $1,945+61.5% | $2,541+23.6% | $2,471+27.2% |
| Participant deferral / active EE | $5,650 | $3,440+64.2% | $4,167+35.6% | $3,741+51.0% |
| Admin fee / account holder | $15,465 | $5,622+175.1% | $6,797+127.5% | $5,306+191.4% |