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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 | $146,850 | $98,652+48.9% | $142,942+2.7% | $82,448+78.1% |
| Participation rate | 88.1% | 72.8%+15.3pp | 76.8%+11.2pp | 68.1%+20.0pp |
| Annual return | 18.36% | 22.65%-4.3pp | 113.70%-95.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $6,408 | $3,211+99.6% | $4,139+54.8% | $2,551+151.2% |
| Participant deferral / active EE | $11,469 | $5,580+105.5% | $7,128+60.9% | $4,139+177.1% |
| Admin fee / account holder | $21,496 | $8,078+166.1% | $12,475+72.3% | $7,234+197.1% |