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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 | $119,793 | $94,031+27.4% | $115,768+3.5% | $82,448+45.3% |
| Participation rate | 85.3% | 70.4%+14.9pp | 74.4%+10.9pp | 68.1%+17.2pp |
| Annual return | 14.00% | 20.61%-6.6pp | 100.46%-86.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $2,796 | $2,323+20.3% | $2,940-4.9% | $2,551+9.6% |
| Participant deferral / active EE | $6,080 | $3,972+53.1% | $4,917+23.7% | $4,139+46.9% |
| Admin fee / account holder | $19,993 | $10,249+95.1% | $12,439+60.7% | $7,234+176.4% |