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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 | $137,539 | $77,472+77.5% | $100,392+37.0% | $80,935+69.9% |
| Participation rate | 83.3% | 76.9%+6.4pp | 81.5%+1.8pp | 67.7%+15.7pp |
| Annual return | 16.61% | 37.26%-20.6pp | 49.45%-32.8pp | 35.66%-19.0pp |
| Employer contribution / active EE | $4,529 | $2,800+61.7% | $3,941+14.9% | $2,757+64.3% |
| Participant deferral / active EE | $10,784 | $6,818+58.2% | $8,090+33.3% | $4,299+150.8% |
| Admin fee / account holder | $14,792 | $5,885+151.4% | $7,904+87.1% | $6,924+113.6% |