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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 | $192,623 | $81,331+136.8% | $155,534+23.8% | $80,935+138.0% |
| Participation rate | 92.3% | 66.3%+26.1pp | 78.2%+14.1pp | 67.7%+24.6pp |
| Annual return | 12.97% | 33.37%-20.4pp | 64.92%-51.9pp | 35.66%-22.7pp |
| Employer contribution / active EE | $5,139 | $3,105+65.5% | $4,675+9.9% | $2,757+86.4% |
| Participant deferral / active EE | $9,782 | $3,454+183.2% | $5,630+73.7% | $4,299+127.5% |
| Admin fee / account holder | $26,304 | $7,999+228.8% | $15,900+65.4% | $6,924+279.9% |