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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 | $137,552 | $101,752+35.2% | $164,928-16.6% | $80,911+70.0% |
| Participation rate | 81.2% | 71.8%+9.3pp | 78.6%+2.6pp | 67.6%+13.5pp |
| Annual return | 13.17% | 16.73%-3.6pp | 70.08%-56.9pp | 35.63%-22.5pp |
| Employer contribution / active EE | $5,780 | $2,953+95.7% | $4,343+33.1% | $2,756+109.7% |
| Participant deferral / active EE | $8,338 | $4,477+86.3% | $6,034+38.2% | $4,297+94.0% |
| Admin fee / account holder | $10,735 | $8,218+30.6% | $12,684-15.4% | $6,935+54.8% |