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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 | $92,591 | $78,428+18.1% | $95,960-3.5% | $79,852+16.0% |
| Participation rate | 87.8% | 73.5%+14.3pp | 77.1%+10.7pp | 69.6%+18.2pp |
| Annual return | 12.29% | 19.37%-7.1pp | 91.63%-79.3pp | 31.72%-19.4pp |
| Employer contribution / active EE | $4,422 | $1,945+127.3% | $2,541+74.0% | $2,471+79.0% |
| Participant deferral / active EE | $7,244 | $3,440+110.6% | $4,167+73.8% | $3,740+93.7% |
| Admin fee / account holder | $14,216 | $5,622+152.9% | $6,797+109.1% | $5,306+167.9% |