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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 | $123,665 | $76,551+61.5% | $123,894-0.2% | $62,881+96.7% |
| Participation rate | 85.0% | 73.0%+12.0pp | 81.4%+3.6pp | 69.3%+15.7pp |
| Annual return | 10.94% | 18.68%-7.7pp | 47.52%-36.6pp | 20.14%-9.2pp |
| Employer contribution / active EE | $3,875 | $2,882+34.4% | $4,617-16.1% | $2,281+69.9% |
| Participant deferral / active EE | $9,080 | $4,840+87.6% | $5,984+51.7% | $3,203+183.5% |
| Admin fee / account holder | $14,554 | $4,826+201.6% | $8,357+74.1% | $4,296+238.8% |