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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 | $139,972 | $110,137+27.1% | $161,149-13.1% | $82,637+69.4% |
| Participation rate | 93.1% | 72.4%+20.8pp | 78.8%+14.3pp | 68.1%+25.0pp |
| Annual return | 14.75% | 20.69%-5.9pp | 21.16%-6.4pp | 53.51%-38.8pp |
| Employer contribution / active EE | $4,357 | $2,856+52.6% | $4,360-0.1% | $2,552+70.7% |
| Participant deferral / active EE | $8,341 | $4,575+82.3% | $6,153+35.6% | $4,126+102.1% |
| Admin fee / account holder | $20,015 | $9,467+111.4% | $15,194+31.7% | $7,339+172.7% |