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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 | $87,132+77.9% | $105,624+46.8% | $80,959+91.5% |
| Participation rate | 80.4% | 70.4%+9.9pp | 75.3%+5.1pp | 67.7%+12.7pp |
| Annual return | 27.04% | 17.03%+10.0pp | 116.20%-89.2pp | 35.67%-8.6pp |
| Employer contribution / active EE | $4,927 | $2,397+105.6% | $3,168+55.5% | $2,757+78.7% |
| Participant deferral / active EE | $12,252 | $3,985+207.4% | $5,013+144.4% | $4,300+184.9% |
| Admin fee / account holder | $8,690 | $8,449+2.9% | $10,961-20.7% | $6,925+25.5% |