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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 | $118,554 | $93,589+26.7% | $135,942-12.8% | $75,181+57.7% |
| Participation rate | 92.5% | 75.2%+17.3pp | 81.9%+10.6pp | 67.2%+25.3pp |
| Annual return | 16.10% | 30.90%-14.8pp | 68.28%-52.2pp | 160.69%-144.6pp |
| Employer contribution / active EE | $2,727 | $3,537-22.9% | $4,858-43.9% | $2,671+2.1% |
| Participant deferral / active EE | $9,102 | $6,405+42.1% | $7,759+17.3% | $4,126+120.6% |
| Admin fee / account holder | $12,493 | $6,977+79.0% | $10,764+16.1% | $5,650+121.1% |