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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 | $121,685 | $82,879+46.8% | $96,576+26.0% | $67,986+79.0% |
| Participation rate | 91.6% | 75.2%+16.4pp | 81.4%+10.1pp | 57.2%+34.4pp |
| Annual return | 15.92% | 36.90%-21.0pp | 38.47%-22.6pp | 31.67%-15.7pp |
| Employer contribution / active EE | $4,067 | $2,727+49.1% | $3,553+14.5% | $2,019+101.5% |
| Participant deferral / active EE | $11,706 | $6,976+67.8% | $7,956+47.1% | $3,358+248.6% |
| Admin fee / account holder | $5,218 | $2,783+87.5% | $11,381-54.1% | $3,203+62.9% |