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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 | $124,941 | $72,486+72.4% | $87,103+43.4% | $72,976+71.2% |
| Participation rate | 84.4% | 72.8%+11.6pp | 76.9%+7.5pp | 69.5%+14.9pp |
| Annual return | 20.99% | 24.46%-3.5pp | 28.19%-7.2pp | 81.02%-60.0pp |
| Employer contribution / active EE | $2,747 | $1,894+45.0% | $2,521+8.9% | $2,440+12.6% |
| Participant deferral / active EE | $5,332 | $3,270+63.1% | $4,049+31.7% | $3,608+47.8% |
| Admin fee / account holder | $13,078 | $5,055+158.7% | $7,491+74.6% | $5,124+155.2% |