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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 | $187,502 | $101,798+84.2% | $165,071+13.6% | $80,935+131.7% |
| Participation rate | 77.8% | 71.8%+5.9pp | 78.6%-0.8pp | 67.7%+10.1pp |
| Annual return | 12.58% | 16.73%-4.2pp | 70.17%-57.6pp | 35.66%-23.1pp |
| Employer contribution / active EE | $4,206 | $2,954+42.4% | $4,347-3.3% | $2,757+52.6% |
| Participant deferral / active EE | $10,726 | $4,476+139.6% | $6,035+77.7% | $4,299+149.5% |
| Admin fee / account holder | $30,786 | $8,221+274.5% | $12,695+142.5% | $6,924+344.6% |