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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 | $116,806 | $89,259+30.9% | $107,187+9.0% | $82,637+41.3% |
| Participation rate | 88.2% | 67.9%+20.3pp | 75.0%+13.2pp | 68.1%+20.2pp |
| Annual return | 16.09% | 21.02%-4.9pp | 204.55%-188.5pp | 53.51%-37.4pp |
| Employer contribution / active EE | $3,479 | $3,080+12.9% | $3,782-8.0% | $2,552+36.3% |
| Participant deferral / active EE | $8,450 | $4,037+109.3% | $5,096+65.8% | $4,126+104.8% |
| Admin fee / account holder | $18,382 | $7,381+149.0% | $9,162+100.6% | $7,339+150.5% |