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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 | $87,106+69.4% | $105,607+39.7% | $80,935+82.3% |
| Participation rate | 77.8% | 70.4%+7.3pp | 75.3%+2.5pp | 67.7%+10.1pp |
| Annual return | 11.82% | 17.01%-5.2pp | 116.11%-104.3pp | 35.66%-23.8pp |
| Employer contribution / active EE | $3,330 | $2,396+39.0% | $3,167+5.1% | $2,757+20.8% |
| Participant deferral / active EE | $7,222 | $3,986+81.2% | $5,011+44.1% | $4,299+68.0% |
| Admin fee / account holder | $26,952 | $8,447+219.1% | $10,958+146.0% | $6,924+289.2% |