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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 | $155,031 | $87,059+78.1% | $105,608+46.8% | $80,925+91.6% |
| Participation rate | 80.4% | 70.4%+9.9pp | 75.3%+5.1pp | 67.7%+12.7pp |
| Annual return | 27.04% | 17.05%+10.0pp | 116.50%-89.5pp | 35.65%-8.6pp |
| Employer contribution / active EE | $4,927 | $2,396+105.6% | $3,167+55.6% | $2,756+78.8% |
| Participant deferral / active EE | $12,252 | $3,986+207.4% | $5,010+144.6% | $4,299+185.0% |
| Admin fee / account holder | $8,690 | $8,443+2.9% | $11,028-21.2% | $6,940+25.2% |