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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 | $110,852 | $78,197+41.8% | $98,090+13.0% | $82,637+34.1% |
| Participation rate | 77.8% | 77.5%+0.3pp | 81.5%-3.8pp | 68.1%+9.7pp |
| Annual return | 18.44% | 40.25%-21.8pp | 37.05%-18.6pp | 53.51%-35.1pp |
| Employer contribution / active EE | $5,104 | $2,605+96.0% | $3,606+41.5% | $2,552+100.0% |
| Participant deferral / active EE | $8,978 | $6,636+35.3% | $7,845+14.4% | $4,126+117.6% |
| Admin fee / account holder | $11,723 | $14,832-21.0% | $11,815-0.8% | $7,339+59.7% |