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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 | $103,885 | $78,197+32.9% | $98,090+5.9% | $82,637+25.7% |
| Participation rate | 81.3% | 77.5%+3.8pp | 81.5%-0.3pp | 68.1%+13.2pp |
| Annual return | 20.12% | 40.25%-20.1pp | 37.05%-16.9pp | 53.51%-33.4pp |
| Employer contribution / active EE | $6,081 | $2,605+133.5% | $3,606+68.6% | $2,552+138.3% |
| Participant deferral / active EE | $16,522 | $6,636+149.0% | $7,845+110.6% | $4,126+300.4% |
| Admin fee / account holder | $16,114 | $14,832+8.6% | $11,815+36.4% | $7,339+119.6% |