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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 | $113,388 | $91,198+24.3% | $178,503-36.5% | $79,856+42.0% |
| Participation rate | 92.3% | 69.2%+23.1pp | 81.9%+10.4pp | 69.6%+22.7pp |
| Annual return | 12.69% | 24.20%-11.5pp | 151.12%-138.4pp | 31.71%-19.0pp |
| Employer contribution / active EE | $5,139 | $3,257+57.8% | $5,011+2.5% | $2,471+107.9% |
| Participant deferral / active EE | $4,005 | $3,237+23.8% | $5,202-23.0% | $3,741+7.1% |
| Admin fee / account holder | $8,172 | $6,748+21.1% | $13,987-41.6% | $5,306+54.0% |