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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 | $143,585 | $81,504+76.2% | $102,437+40.2% | $80,959+77.4% |
| Participation rate | 82.4% | 66.9%+15.5pp | 74.5%+7.8pp | 67.7%+14.7pp |
| Annual return | 22.24% | 25.60%-3.4pp | 24.95%-2.7pp | 35.67%-13.4pp |
| Employer contribution / active EE | $11,166 | $3,104+259.8% | $3,871+188.5% | $2,757+305.0% |
| Participant deferral / active EE | $4,303 | $3,871+11.2% | $5,060-15.0% | $4,300+0.1% |
| Admin fee / account holder | $13,940 | $6,719+107.5% | $8,388+66.2% | $6,925+101.3% |