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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 | $87,037+78.1% | $106,201+46.0% | $80,874+91.7% |
| Participation rate | 80.4% | 70.4%+9.9pp | 75.3%+5.1pp | 67.6%+12.7pp |
| Annual return | 27.04% | 17.05%+10.0pp | 116.26%-89.2pp | 35.62%-8.6pp |
| Employer contribution / active EE | $4,927 | $2,396+105.6% | $3,170+55.5% | $2,756+78.8% |
| Participant deferral / active EE | $12,252 | $3,986+207.4% | $5,012+144.4% | $4,297+185.1% |
| Admin fee / account holder | $8,690 | $8,434+3.0% | $11,039-21.3% | $6,935+25.3% |