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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 | $119,591 | $101,795+17.5% | $165,100-27.6% | $80,959+47.7% |
| Participation rate | 87.9% | 71.8%+16.1pp | 78.6%+9.3pp | 67.7%+20.2pp |
| Annual return | 20.27% | 16.73%+3.5pp | 70.21%-49.9pp | 35.67%-15.4pp |
| Employer contribution / active EE | $4,236 | $2,954+43.4% | $4,348-2.6% | $2,757+53.6% |
| Participant deferral / active EE | $12,511 | $4,476+179.5% | $6,035+107.3% | $4,300+190.9% |
| Admin fee / account holder | $18,514 | $8,221+125.2% | $12,696+45.8% | $6,925+167.3% |