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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 | $81,504+57.3% | $102,437+25.1% | $80,959+58.3% |
| Participation rate | 87.8% | 66.9%+21.0pp | 74.5%+13.3pp | 67.7%+20.1pp |
| Annual return | 13.92% | 25.60%-11.7pp | 24.95%-11.0pp | 35.67%-21.7pp |
| Employer contribution / active EE | $4,417 | $3,104+42.3% | $3,871+14.1% | $2,757+60.2% |
| Participant deferral / active EE | $10,042 | $3,871+159.4% | $5,060+98.5% | $4,300+133.5% |
| Admin fee / account holder | $17,833 | $6,719+165.4% | $8,388+112.6% | $6,925+157.5% |