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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 | $105,868 | $78,197+35.4% | $98,090+7.9% | $82,637+28.1% |
| Participation rate | 80.0% | 77.5%+2.5pp | 81.5%-1.5pp | 68.1%+11.9pp |
| Annual return | 16.63% | 40.25%-23.6pp | 37.05%-20.4pp | 53.51%-36.9pp |
| Employer contribution / active EE | $4,799 | $2,605+84.3% | $3,606+33.1% | $2,552+88.1% |
| Participant deferral / active EE | $10,959 | $6,636+65.2% | $7,845+39.7% | $4,126+165.6% |
| Admin fee / account holder | $17,966 | $14,832+21.1% | $11,815+52.1% | $7,339+144.8% |