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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 | $121,927 | $78,682+55.0% | $109,188+11.7% | $85,851+42.0% |
| Participation rate | 85.2% | 68.3%+16.9pp | 75.9%+9.3pp | 69.3%+15.9pp |
| Annual return | 13.09% | 25.09%-12.0pp | 25.76%-12.7pp | 318.63%-305.5pp |
| Employer contribution / active EE | $3,288 | $2,734+20.3% | $3,723-11.7% | $2,565+28.1% |
| Participant deferral / active EE | $3,025 | $3,468-12.8% | $4,654-35.0% | $3,952-23.5% |
| Admin fee / account holder | $8,534 | $5,470+56.0% | $6,755+26.3% | $6,261+36.3% |