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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 | $101,555 | $98,776+2.8% | $149,745-32.2% | $79,856+27.2% |
| Participation rate | 72.4% | 75.8%-3.4pp | 82.5%-10.1pp | 69.6%+2.8pp |
| Annual return | 28.46% | 27.38%+1.1pp | 276.72%-248.3pp | 31.71%-3.2pp |
| Employer contribution / active EE | $4,496 | $3,217+39.7% | $4,646-3.2% | $2,471+81.9% |
| Participant deferral / active EE | $10,114 | $5,681+78.0% | $6,843+47.8% | $3,741+170.4% |
| Admin fee / account holder | $16,319 | $6,053+169.6% | $9,312+75.3% | $5,306+207.5% |