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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 | $128,612 | $67,602+90.2% | $82,312+56.3% | $70,126+83.4% |
| Participation rate | 79.7% | 72.8%+6.9pp | 76.9%+2.8pp | 69.5%+10.1pp |
| Annual return | 16.94% | 21.57%-4.6pp | 25.88%-8.9pp | 73.15%-56.2pp |
| Employer contribution / active EE | $4,096 | $1,755+133.4% | $2,428+68.7% | $2,343+74.9% |
| Participant deferral / active EE | $8,715 | $2,987+191.8% | $3,706+135.2% | $3,332+161.6% |
| Admin fee / account holder | $19,421 | $4,512+330.5% | $5,608+246.3% | $4,645+318.1% |