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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 | $138,602 | $57,590+140.7% | $86,233+60.7% | $82,448+68.1% |
| Participation rate | 89.2% | 57.9%+31.3pp | 69.0%+20.2pp | 68.1%+21.1pp |
| Annual return | 18.10% | 22.41%-4.3pp | 61.39%-43.3pp | 41.64%-23.5pp |
| Employer contribution / active EE | $3,588 | $1,655+116.7% | $2,504+43.3% | $2,551+40.6% |
| Participant deferral / active EE | $7,352 | $3,080+138.7% | $4,559+61.3% | $4,139+77.6% |
| Admin fee / account holder | $13,681 | $4,730+189.2% | $8,342+64.0% | $7,234+89.1% |