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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 | $93,586+29.4% | $135,925-10.9% | $75,173+61.0% |
| Participation rate | 86.5% | 75.2%+11.3pp | 81.9%+4.6pp | 67.2%+19.3pp |
| Annual return | 21.38% | 30.90%-9.5pp | 68.25%-46.9pp | 160.65%-139.3pp |
| Employer contribution / active EE | $3,888 | $3,537+9.9% | $4,857-19.9% | $2,670+45.6% |
| Participant deferral / active EE | $11,051 | $6,405+72.5% | $7,759+42.4% | $4,126+167.9% |
| Admin fee / account holder | $18,535 | $6,977+165.7% | $10,764+72.2% | $5,651+228.0% |