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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 | $123,661 | $88,672+39.5% | $105,223+17.5% | $82,448+50.0% |
| Participation rate | 88.1% | 67.9%+20.2pp | 75.0%+13.1pp | 68.1%+20.1pp |
| Annual return | 18.10% | 30.86%-12.8pp | 180.65%-162.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $10,200 | $3,048+234.7% | $3,689+176.5% | $2,551+299.8% |
| Participant deferral / active EE | $9,308 | $4,036+130.6% | $5,072+83.5% | $4,139+124.9% |
| Admin fee / account holder | $9,049 | $7,146+26.6% | $8,859+2.1% | $7,234+25.1% |