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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 | $143,250 | $57,057+151.1% | $85,009+68.5% | $80,874+77.1% |
| Participation rate | 77.6% | 56.4%+21.2pp | 67.5%+10.1pp | 67.6%+9.9pp |
| Annual return | 26.87% | 21.66%+5.2pp | 66.47%-39.6pp | 35.62%-8.7pp |
| Employer contribution / active EE | $2,732 | $1,799+51.9% | $2,728+0.1% | $2,756-0.9% |
| Participant deferral / active EE | $8,291 | $3,112+166.4% | $4,522+83.4% | $4,297+93.0% |
| Admin fee / account holder | $8,901 | $4,986+78.5% | $6,153+44.7% | $6,935+28.3% |