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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 | $123,862 | $78,428+57.9% | $95,960+29.1% | $79,852+55.1% |
| Participation rate | 88.0% | 73.5%+14.5pp | 77.1%+10.9pp | 69.6%+18.4pp |
| Annual return | 12.54% | 19.37%-6.8pp | 91.63%-79.1pp | 31.72%-19.2pp |
| Employer contribution / active EE | $2,948 | $1,945+51.5% | $2,541+16.0% | $2,471+19.3% |
| Participant deferral / active EE | $7,785 | $3,440+126.3% | $4,167+86.8% | $3,740+108.1% |
| Admin fee / account holder | $39,147 | $5,622+596.3% | $6,797+475.9% | $5,306+637.7% |