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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 | $113,699 | $81,487+39.5% | $102,412+11.0% | $80,935+40.5% |
| Participation rate | 79.4% | 66.8%+12.6pp | 74.5%+4.9pp | 67.7%+11.8pp |
| Annual return | 13.79% | 25.60%-11.8pp | 24.94%-11.2pp | 35.66%-21.9pp |
| Employer contribution / active EE | $10,930 | $3,103+252.2% | $3,870+182.4% | $2,757+296.5% |
| Participant deferral / active EE | $5,031 | $3,871+30.0% | $5,060-0.6% | $4,299+17.0% |
| Admin fee / account holder | $24,266 | $6,717+261.2% | $8,388+189.3% | $6,924+250.4% |