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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 | $117,697 | $90,486+30.1% | $78,676+49.6% | $273,972-57.0% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 11.50% | 75.62%-64.1pp | 62.19%-50.7pp | 41.46%-30.0pp |
| Employer contribution / active EE | $8,725 | $3,175+174.8% | $2,850+206.2% | $4,869+79.2% |
| Participant deferral / active EE | $1,562 | $3,901-60.0% | $3,517-55.6% | $5,287-70.5% |
| Admin fee / account holder | $1,476 | $5,263-72.0% | $4,510-67.3% | $10,133-85.4% |