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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 | $129,765 | $71,230+82.2% | $93,727+38.5% | $80,959+60.3% |
| Participation rate | 77.2% | 60.4%+16.8pp | 68.7%+8.5pp | 67.7%+9.5pp |
| Annual return | 14.54% | 11.26%+3.3pp | 133.83%-119.3pp | 35.67%-21.1pp |
| Employer contribution / active EE | $4,049 | $1,565+158.7% | $2,421+67.2% | $2,757+46.9% |
| Participant deferral / active EE | $9,763 | $4,037+141.8% | $4,417+121.0% | $4,300+127.0% |
| Admin fee / account holder | $14,262 | $6,961+104.9% | $8,292+72.0% | $6,925+105.9% |