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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 | $71,208+82.2% | $93,681+38.5% | $80,911+60.4% |
| Participation rate | 77.2% | 60.4%+16.8pp | 68.7%+8.5pp | 67.6%+9.5pp |
| Annual return | 14.54% | 11.27%+3.3pp | 133.47%-118.9pp | 35.63%-21.1pp |
| Employer contribution / active EE | $4,049 | $1,564+158.8% | $2,422+67.2% | $2,756+46.9% |
| Participant deferral / active EE | $9,763 | $4,035+142.0% | $4,415+121.1% | $4,297+127.2% |
| Admin fee / account holder | $14,262 | $6,951+105.2% | $8,290+72.0% | $6,935+105.7% |