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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 | $79,894+44.6% | $135,792-14.9% | $82,637+39.8% |
| Participation rate | 81.5% | 63.0%+18.5pp | 72.6%+8.9pp | 68.1%+13.4pp |
| Annual return | 24.96% | 17.20%+7.8pp | 25.96%-1.0pp | 53.51%-28.6pp |
| Employer contribution / active EE | $4,015 | $2,165+85.5% | $3,496+14.9% | $2,552+57.3% |
| Participant deferral / active EE | $8,904 | $3,194+178.8% | $4,759+87.1% | $4,126+115.8% |
| Admin fee / account holder | $20,129 | $6,434+212.8% | $12,266+64.1% | $7,339+174.3% |