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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 | $137,049 | $76,551+79.0% | $123,894+10.6% | $62,881+118.0% |
| Participation rate | 80.0% | 73.0%+7.0pp | 81.4%-1.4pp | 69.3%+10.7pp |
| Annual return | 8.68% | 18.68%-10.0pp | 47.52%-38.8pp | 20.14%-11.5pp |
| Employer contribution / active EE | $4,412 | $2,882+53.1% | $4,617-4.4% | $2,281+93.4% |
| Participant deferral / active EE | $8,760 | $4,840+81.0% | $5,984+46.4% | $3,203+173.5% |
| Admin fee / account holder | $18,517 | $4,826+283.7% | $8,357+121.6% | $4,296+331.1% |