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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 | $143,585 | $86,949+65.1% | $102,460+40.1% | $80,959+77.4% |
| Participation rate | 72.6% | 72.4%+0.2pp | 76.5%-3.9pp | 67.7%+4.9pp |
| Annual return | 29.15% | 18.89%+10.3pp | 29.47%-0.3pp | 35.67%-6.5pp |
| Employer contribution / active EE | $4,573 | $2,370+93.0% | $3,025+51.2% | $2,757+65.8% |
| Participant deferral / active EE | $11,375 | $4,121+176.0% | $5,056+125.0% | $4,300+164.5% |
| Admin fee / account holder | $5,063 | $8,048-37.1% | $9,460-46.5% | $6,925-26.9% |