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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 | $147,529 | $87,132+69.3% | $105,624+39.7% | $80,959+82.2% |
| Participation rate | 77.8% | 70.4%+7.3pp | 75.3%+2.5pp | 67.7%+10.1pp |
| Annual return | 11.82% | 17.03%-5.2pp | 116.20%-104.4pp | 35.67%-23.9pp |
| Employer contribution / active EE | $3,330 | $2,397+38.9% | $3,168+5.1% | $2,757+20.8% |
| Participant deferral / active EE | $7,222 | $3,985+81.2% | $5,013+44.1% | $4,300+67.9% |
| Admin fee / account holder | $26,952 | $8,449+219.0% | $10,961+145.9% | $6,925+289.2% |