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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 | $87,037+69.5% | $106,201+38.9% | $80,874+82.4% |
| Participation rate | 77.8% | 70.4%+7.3pp | 75.3%+2.5pp | 67.6%+10.1pp |
| Annual return | 11.82% | 17.05%-5.2pp | 116.26%-104.4pp | 35.62%-23.8pp |
| Employer contribution / active EE | $3,330 | $2,396+39.0% | $3,170+5.1% | $2,756+20.8% |
| Participant deferral / active EE | $7,222 | $3,986+81.2% | $5,012+44.1% | $4,297+68.1% |
| Admin fee / account holder | $26,952 | $8,434+219.6% | $11,039+144.1% | $6,935+288.6% |