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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 | $112,494 | $88,672+26.9% | $105,223+6.9% | $82,448+36.4% |
| Participation rate | 80.0% | 67.9%+12.1pp | 75.0%+5.0pp | 68.1%+11.9pp |
| Annual return | 18.36% | 30.86%-12.5pp | 180.65%-162.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $4,544 | $3,048+49.1% | $3,689+23.2% | $2,551+78.1% |
| Participant deferral / active EE | $7,153 | $4,036+77.2% | $5,072+41.0% | $4,139+72.8% |
| Admin fee / account holder | $12,623 | $7,146+76.6% | $8,859+42.5% | $7,234+74.5% |