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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 | $115,529 | $77,896+48.3% | $134,172-13.9% | $82,448+40.1% |
| Participation rate | 81.5% | 62.8%+18.7pp | 72.5%+9.0pp | 68.1%+13.4pp |
| Annual return | 24.96% | 18.21%+6.7pp | 25.30%-0.3pp | 41.64%-16.7pp |
| Employer contribution / active EE | $4,015 | $2,159+86.0% | $3,420+17.4% | $2,551+57.4% |
| Participant deferral / active EE | $8,904 | $3,162+181.6% | $4,690+89.8% | $4,139+115.1% |
| Admin fee / account holder | $20,129 | $6,336+217.7% | $12,016+67.5% | $7,234+178.2% |