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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 | $186,685 | $101,795+83.4% | $165,100+13.1% | $80,959+130.6% |
| Participation rate | 81.5% | 71.8%+9.7pp | 78.6%+2.9pp | 67.7%+13.8pp |
| Annual return | 11.46% | 16.73%-5.3pp | 70.21%-58.7pp | 35.67%-24.2pp |
| Employer contribution / active EE | $10,556 | $2,954+257.4% | $4,348+142.8% | $2,757+282.8% |
| Participant deferral / active EE | $10,757 | $4,476+140.3% | $6,035+78.2% | $4,300+150.2% |
| Admin fee / account holder | $11,459 | $8,221+39.4% | $12,696-9.7% | $6,925+65.5% |