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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 | $132,827 | $73,978+79.6% | $96,515+37.6% | $75,173+76.7% |
| Participation rate | 83.8% | 66.4%+17.4pp | 74.3%+9.4pp | 67.2%+16.6pp |
| Annual return | 17.99% | 26.72%-8.7pp | 35.73%-17.7pp | 160.72%-142.7pp |
| Employer contribution / active EE | $3,302 | $2,931+12.7% | $3,740-11.7% | $2,671+23.6% |
| Participant deferral / active EE | $6,339 | $3,660+73.2% | $4,880+29.9% | $4,126+53.6% |
| Admin fee / account holder | $11,646 | $5,219+123.2% | $6,735+72.9% | $5,651+106.1% |