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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 | $183,441 | $87,060+110.7% | $105,591+73.7% | $80,911+126.7% |
| Participation rate | 88.1% | 70.4%+17.7pp | 75.3%+12.9pp | 67.6%+20.5pp |
| Annual return | 13.74% | 17.05%-3.3pp | 116.43%-102.7pp | 35.63%-21.9pp |
| Employer contribution / active EE | $5,413 | $2,396+125.9% | $3,166+71.0% | $2,756+96.4% |
| Participant deferral / active EE | $13,013 | $3,986+226.5% | $5,008+159.8% | $4,297+202.8% |
| Admin fee / account holder | $3,974 | $8,442-52.9% | $11,024-64.0% | $6,935-42.7% |