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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 | $126,744 | $59,535+112.9% | $90,161+40.6% | $62,293+103.5% |
| Participation rate | 89.0% | 73.0%+15.9pp | 76.9%+12.1pp | 69.5%+19.5pp |
| Annual return | 16.01% | 23.53%-7.5pp | 34.89%-18.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $3,837 | $1,826+110.2% | $3,318+15.6% | $2,042+87.9% |
| Participant deferral / active EE | $4,563 | $4,639-1.6% | $5,287-13.7% | $3,169+44.0% |
| Admin fee / account holder | $1,034 | $337+207.1% | $5,943-82.6% | $479+115.7% |