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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 | $142,485 | $88,672+60.7% | $105,223+35.4% | $82,448+72.8% |
| Participation rate | 92.7% | 67.9%+24.8pp | 75.0%+17.7pp | 68.1%+24.7pp |
| Annual return | 15.33% | 30.86%-15.5pp | 180.65%-165.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $11,268 | $3,048+269.7% | $3,689+205.5% | $2,551+341.7% |
| Participant deferral / active EE | $8,889 | $4,036+120.3% | $5,072+75.3% | $4,139+114.8% |
| Admin fee / account holder | $14,017 | $7,146+96.1% | $8,859+58.2% | $7,234+93.8% |