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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 | $121,065 | $93,617+29.3% | $135,982-11.0% | $75,177+61.0% |
| Participation rate | 86.5% | 75.2%+11.3pp | 81.9%+4.6pp | 67.2%+19.3pp |
| Annual return | 21.38% | 30.89%-9.5pp | 68.32%-46.9pp | 160.75%-139.4pp |
| Employer contribution / active EE | $3,888 | $3,538+9.9% | $4,859-20.0% | $2,671+45.6% |
| Participant deferral / active EE | $11,051 | $6,406+72.5% | $7,760+42.4% | $4,126+167.8% |
| Admin fee / account holder | $18,535 | $6,980+165.6% | $10,767+72.1% | $5,651+228.0% |