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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 | $112,196 | $88,672+26.5% | $105,223+6.6% | $82,448+36.1% |
| Participation rate | 79.4% | 67.9%+11.5pp | 75.0%+4.4pp | 68.1%+11.3pp |
| Annual return | 14.75% | 30.86%-16.1pp | 180.65%-165.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $3,973 | $3,048+30.3% | $3,689+7.7% | $2,551+55.7% |
| Participant deferral / active EE | $5,431 | $4,036+34.6% | $5,072+7.1% | $4,139+31.2% |
| Admin fee / account holder | $14,410 | $7,146+101.6% | $8,859+62.7% | $7,234+99.2% |