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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 | $114,998 | $80,985+42.0% | $96,576+19.1% | $75,181+53.0% |
| Participation rate | 90.2% | 71.8%+18.5pp | 76.0%+14.3pp | 67.2%+23.0pp |
| Annual return | 17.84% | 27.05%-9.2pp | 25.87%-8.0pp | 160.69%-142.8pp |
| Employer contribution / active EE | $7,031 | $2,282+208.1% | $2,965+137.1% | $2,671+163.3% |
| Participant deferral / active EE | $10,242 | $3,929+160.7% | $4,851+111.1% | $4,126+148.2% |
| Admin fee / account holder | $22,236 | $6,719+231.0% | $8,253+169.4% | $5,650+293.6% |