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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 | $112,799 | $93,589+20.5% | $135,942-17.0% | $75,181+50.0% |
| Participation rate | 91.2% | 75.2%+16.0pp | 81.9%+9.3pp | 67.2%+24.0pp |
| Annual return | 22.07% | 30.90%-8.8pp | 68.28%-46.2pp | 160.69%-138.6pp |
| Employer contribution / active EE | $6,368 | $3,537+80.0% | $4,858+31.1% | $2,671+138.5% |
| Participant deferral / active EE | $11,858 | $6,405+85.1% | $7,759+52.8% | $4,126+187.4% |
| Admin fee / account holder | $8,707 | $6,977+24.8% | $10,764-19.1% | $5,650+54.1% |