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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 | $122,815 | $98,776+24.3% | $149,745-18.0% | $79,856+53.8% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.5%+10.6pp | 69.6%+23.5pp |
| Annual return | 16.90% | 27.38%-10.5pp | 276.72%-259.8pp | 31.71%-14.8pp |
| Employer contribution / active EE | $8,426 | $3,217+161.9% | $4,646+81.4% | $2,471+241.0% |
| Participant deferral / active EE | $10,287 | $5,681+81.1% | $6,843+50.3% | $3,741+175.0% |
| Admin fee / account holder | $4,147 | $6,053-31.5% | $9,312-55.5% | $5,306-21.8% |