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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 | $119,551 | $72,273+65.4% | $101,275+18.0% | $79,856+49.7% |
| Participation rate | 88.9% | 68.5%+20.4pp | 75.8%+13.1pp | 69.6%+19.2pp |
| Annual return | 13.32% | 22.30%-9.0pp | 46.48%-33.2pp | 31.71%-18.4pp |
| Employer contribution / active EE | $7,840 | $2,691+191.3% | $3,660+114.2% | $2,471+217.3% |
| Participant deferral / active EE | $5,099 | $3,282+55.4% | $4,371+16.7% | $3,741+36.3% |
| Admin fee / account holder | $9,637 | $4,401+119.0% | $5,948+62.0% | $5,306+81.6% |