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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 | $138,358 | $67,602+104.7% | $82,312+68.1% | $70,126+97.3% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.9%+16.0pp | 69.5%+23.3pp |
| Annual return | 12.83% | 21.57%-8.7pp | 25.88%-13.0pp | 73.15%-60.3pp |
| Employer contribution / active EE | $7,184 | $1,755+309.4% | $2,428+195.8% | $2,343+206.7% |
| Participant deferral / active EE | $7,752 | $2,987+159.5% | $3,706+109.2% | $3,332+132.7% |
| Admin fee / account holder | $15,329 | $4,512+239.8% | $5,608+173.4% | $4,645+230.0% |