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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 | $115,086 | $84,236+36.6% | $170,435-32.5% | $70,126+64.1% |
| Participation rate | 77.8% | 70.8%+6.9pp | 83.6%-5.8pp | 69.5%+8.2pp |
| Annual return | 18.11% | 23.06%-4.9pp | 205.94%-187.8pp | 73.15%-55.0pp |
| Employer contribution / active EE | $14,252 | $3,387+320.8% | $5,432+162.3% | $2,343+508.4% |
| Participant deferral / active EE | $12,631 | $3,086+309.3% | $4,939+155.7% | $3,332+279.1% |
| Admin fee / account holder | $12,717 | $5,698+123.2% | $13,881-8.4% | $4,645+173.7% |