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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 | $130,034 | $107,421+21.1% | $182,262-28.7% | $94,015+38.3% |
| Participation rate | 80.6% | 77.8%+2.8pp | 84.2%-3.7pp | 70.8%+9.7pp |
| Annual return | 15.26% | 21.32%-6.1pp | 140.60%-125.3pp | 17.84%-2.6pp |
| Employer contribution / active EE | $5,064 | $3,448+46.9% | $5,046+0.4% | $2,790+81.5% |
| Participant deferral / active EE | $11,600 | $6,558+76.9% | $8,276+40.2% | $4,249+173.0% |
| Admin fee / account holder | $22,643 | $8,692+160.5% | $16,712+35.5% | $8,951+153.0% |