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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 | $159,544 | $91,559+74.3% | $133,978+19.1% | $79,856+99.8% |
| Participation rate | 72.1% | 73.3%-1.3pp | 79.8%-7.8pp | 69.6%+2.5pp |
| Annual return | 13.00% | 61.85%-48.9pp | 45.10%-32.1pp | 31.71%-18.7pp |
| Employer contribution / active EE | $3,279 | $2,384+37.6% | $3,919-16.3% | $2,471+32.7% |
| Participant deferral / active EE | $9,956 | $3,734+166.6% | $5,047+97.3% | $3,741+166.2% |
| Admin fee / account holder | $6,911 | $6,321+9.3% | $8,930-22.6% | $5,306+30.2% |