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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 | $124,860 | $77,492+61.1% | $100,398+24.4% | $80,911+54.3% |
| Participation rate | 80.0% | 76.9%+3.1pp | 81.5%-1.5pp | 67.6%+12.4pp |
| Annual return | 14.19% | 37.23%-23.0pp | 49.32%-35.1pp | 35.63%-21.4pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,280 | $6,817+21.5% | $8,084+2.4% | $4,297+92.7% |
| Admin fee / account holder | $11,132 | $5,892+88.9% | $7,893+41.0% | $6,935+60.5% |