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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 | $122,975 | $93,617+31.4% | $135,982-9.6% | $75,177+63.6% |
| Participation rate | 93.9% | 75.2%+18.7pp | 81.9%+12.0pp | 67.2%+26.7pp |
| Annual return | 22.51% | 30.89%-8.4pp | 68.32%-45.8pp | 160.75%-138.2pp |
| Employer contribution / active EE | $10,094 | $3,538+185.3% | $4,859+107.7% | $2,671+277.9% |
| Participant deferral / active EE | $20,085 | $6,406+213.5% | $7,760+158.8% | $4,126+386.8% |
| Admin fee / account holder | $3,364 | $6,980-51.8% | $10,767-68.8% | $5,651-40.5% |