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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 | $101,369 | $78,707+28.8% | $117,861-14.0% | $70,126+44.6% |
| Participation rate | 89.9% | 73.2%+16.7pp | 79.7%+10.2pp | 69.5%+20.3pp |
| Annual return | 18.71% | 23.30%-4.6pp | 335.11%-316.4pp | 73.15%-54.4pp |
| Employer contribution / active EE | $3,558 | $2,223+60.0% | $3,786-6.0% | $2,343+51.9% |
| Participant deferral / active EE | $8,210 | $3,297+149.0% | $4,482+83.2% | $3,332+146.4% |
| Admin fee / account holder | $5,858 | $5,066+15.6% | $8,021-27.0% | $4,645+26.1% |