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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 | $118,950 | $93,617+27.1% | $135,982-12.5% | $75,177+58.2% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 22.93% | 30.89%-8.0pp | 68.32%-45.4pp | 160.75%-137.8pp |
| Employer contribution / active EE | $4,216 | $3,538+19.2% | $4,859-13.2% | $2,671+57.8% |
| Participant deferral / active EE | $9,226 | $6,406+44.0% | $7,760+18.9% | $4,126+123.6% |
| Admin fee / account holder | $17,117 | $6,980+145.2% | $10,767+59.0% | $5,651+202.9% |