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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 | $106,634 | $125,797-15.2% | $170,057-37.3% | $75,177+41.8% |
| Participation rate | 89.7% | 83.6%+6.1pp | 87.0%+2.6pp | 67.2%+22.5pp |
| Annual return | 15.70% | 27.20%-11.5pp | 53.42%-37.7pp | 160.75%-145.1pp |
| Employer contribution / active EE | $6,880 | $4,616+49.0% | $6,790+1.3% | $2,671+157.6% |
| Participant deferral / active EE | $8,239 | $6,838+20.5% | $10,411-20.9% | $4,126+99.7% |
| Admin fee / account holder | $13,747 | $8,177+68.1% | $12,826+7.2% | $5,651+143.3% |