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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 | $126,840 | $65,034+95.0% | $90,970+39.4% | $79,856+58.8% |
| Participation rate | 76.4% | 61.6%+14.8pp | 69.0%+7.4pp | 69.6%+6.7pp |
| Annual return | 15.18% | 30.45%-15.3pp | 134.60%-119.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $3,218 | $1,247+158.0% | $2,122+51.7% | $2,471+30.2% |
| Participant deferral / active EE | $4,329 | $2,512+72.3% | $3,373+28.3% | $3,741+15.7% |
| Admin fee / account holder | $11,624 | $4,536+156.3% | $5,961+95.0% | $5,306+119.1% |