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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 | $155,243 | $108,825+42.7% | $156,181-0.6% | $82,448+88.3% |
| Participation rate | 84.2% | 72.4%+11.8pp | 78.8%+5.4pp | 68.1%+16.1pp |
| Annual return | 13.72% | 20.59%-6.9pp | 64.87%-51.2pp | 41.64%-27.9pp |
| Employer contribution / active EE | $3,761 | $2,870+31.1% | $4,294-12.4% | $2,551+47.4% |
| Participant deferral / active EE | $10,778 | $4,577+135.5% | $6,132+75.8% | $4,139+160.4% |
| Admin fee / account holder | $36,756 | $9,341+293.5% | $14,586+152.0% | $7,234+408.1% |