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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 | $115,197 | $64,920+77.4% | $103,693+11.1% | $86,983+32.4% |
| Participation rate | 76.3% | 63.6%+12.7pp | 72.6%+3.7pp | 69.5%+6.8pp |
| Annual return | 14.89% | 30.29%-15.4pp | 47.61%-32.7pp | 25.83%-10.9pp |
| Employer contribution / active EE | $4,013 | $2,141+87.4% | $2,920+37.4% | $2,584+55.3% |
| Participant deferral / active EE | $7,373 | $3,241+127.5% | $4,579+61.0% | $4,194+75.8% |
| Admin fee / account holder | $16,468 | $6,191+166.0% | $7,858+109.6% | $7,856+109.6% |