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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 | $102,451 | $93,589+9.5% | $135,942-24.6% | $75,181+36.3% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 21.15% | 30.90%-9.8pp | 68.28%-47.1pp | 160.69%-139.5pp |
| Employer contribution / active EE | $4,371 | $3,537+23.6% | $4,858-10.0% | $2,671+63.7% |
| Participant deferral / active EE | $9,187 | $6,405+43.4% | $7,759+18.4% | $4,126+122.7% |
| Admin fee / account holder | $30,015 | $6,977+330.2% | $10,764+178.8% | $5,650+431.2% |