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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 | $101,752+17.5% | $164,928-27.5% | $80,911+47.8% |
| Participation rate | 87.9% | 71.8%+16.0pp | 78.6%+9.3pp | 67.6%+20.2pp |
| Annual return | 20.27% | 16.73%+3.5pp | 70.08%-49.8pp | 35.63%-15.4pp |
| Employer contribution / active EE | $4,236 | $2,953+43.4% | $4,343-2.5% | $2,756+53.7% |
| Participant deferral / active EE | $12,511 | $4,477+179.5% | $6,034+107.4% | $4,297+191.1% |
| Admin fee / account holder | $18,514 | $8,218+125.3% | $12,684+46.0% | $6,935+167.0% |