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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 | $83,002+46.6% | $98,090+24.1% | $64,097+89.8% |
| Participation rate | 91.6% | 75.0%+16.5pp | 81.5%+10.0pp | 55.2%+36.4pp |
| Annual return | 15.92% | 38.51%-22.6pp | 37.05%-21.1pp | 34.64%-18.7pp |
| Employer contribution / active EE | $4,067 | $2,749+47.9% | $3,606+12.8% | $1,891+115.0% |
| Participant deferral / active EE | $11,706 | $6,787+72.5% | $7,845+49.2% | $3,080+280.1% |
| Admin fee / account holder | $5,218 | $3,015+73.1% | $11,815-55.8% | $3,454+51.1% |