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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 | $119,537 | $88,672+34.8% | $105,223+13.6% | $82,448+45.0% |
| Participation rate | 73.6% | 67.9%+5.6pp | 75.0%-1.5pp | 68.1%+5.5pp |
| Annual return | 17.79% | 30.86%-13.1pp | 180.65%-162.9pp | 41.64%-23.8pp |
| Employer contribution / active EE | $5,473 | $3,048+79.6% | $3,689+48.4% | $2,551+114.5% |
| Participant deferral / active EE | $6,939 | $4,036+71.9% | $5,072+36.8% | $4,139+67.6% |
| Admin fee / account holder | $10,273 | $7,146+43.8% | $8,859+16.0% | $7,234+42.0% |