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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 | $101,789 | $105,198-3.2% | $159,455-36.2% | $85,856+18.6% |
| Participation rate | 86.1% | 75.8%+10.3pp | 82.8%+3.3pp | 69.3%+16.8pp |
| Annual return | 14.19% | 45.08%-30.9pp | 263.63%-249.4pp | 318.58%-304.4pp |
| Employer contribution / active EE | $3,783 | $3,319+14.0% | $4,830-21.7% | $2,565+47.5% |
| Participant deferral / active EE | $9,921 | $5,946+66.9% | $7,353+34.9% | $3,952+151.0% |
| Admin fee / account holder | $7,782 | $6,934+12.2% | $10,800-27.9% | $6,261+24.3% |