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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 | $113,519 | $84,236+34.8% | $170,435-33.4% | $70,126+61.9% |
| Participation rate | 84.5% | 70.8%+13.7pp | 83.6%+0.9pp | 69.5%+15.0pp |
| Annual return | 26.39% | 23.06%+3.3pp | 205.94%-179.6pp | 73.15%-46.8pp |
| Employer contribution / active EE | $11,252 | $3,387+232.2% | $5,432+107.1% | $2,343+380.4% |
| Participant deferral / active EE | $15,664 | $3,086+407.6% | $4,939+217.1% | $3,332+370.1% |
| Admin fee / account holder | $2,183 | $5,698-61.7% | $13,881-84.3% | $4,645-53.0% |