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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 | $101,256 | $91,559+10.6% | $133,978-24.4% | $79,856+26.8% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.6%+16.1pp |
| Annual return | 10.88% | 61.85%-51.0pp | 45.10%-34.2pp | 31.71%-20.8pp |
| Employer contribution / active EE | $10,436 | $2,384+337.8% | $3,919+166.3% | $2,471+322.3% |
| Participant deferral / active EE | $2,676 | $3,734-28.3% | $5,047-47.0% | $3,741-28.5% |
| Admin fee / account holder | $915 | $6,321-85.5% | $8,930-89.8% | $5,306-82.8% |