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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 | $128,167 | $81,476+57.3% | $102,383+25.2% | $80,925+58.4% |
| Participation rate | 87.8% | 66.8%+21.0pp | 74.5%+13.3pp | 67.7%+20.1pp |
| Annual return | 13.92% | 25.59%-11.7pp | 24.94%-11.0pp | 35.65%-21.7pp |
| Employer contribution / active EE | $4,417 | $3,105+42.3% | $3,870+14.1% | $2,756+60.3% |
| Participant deferral / active EE | $10,042 | $3,871+159.4% | $5,060+98.5% | $4,299+133.6% |
| Admin fee / account holder | $17,833 | $6,717+165.5% | $8,391+112.5% | $6,940+157.0% |