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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 | $136,498 | $76,551+78.3% | $123,894+10.2% | $62,881+117.1% |
| Participation rate | 92.0% | 73.0%+19.0pp | 81.4%+10.6pp | 69.3%+22.7pp |
| Annual return | 6.37% | 18.68%-12.3pp | 47.52%-41.1pp | 20.14%-13.8pp |
| Employer contribution / active EE | $4,152 | $2,882+44.0% | $4,617-10.1% | $2,281+82.0% |
| Participant deferral / active EE | $10,183 | $4,840+110.4% | $5,984+70.2% | $3,203+217.9% |
| Admin fee / account holder | $22,059 | $4,826+357.1% | $8,357+164.0% | $4,296+413.5% |