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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 | $106,681 | $95,453+11.8% | $112,040-4.8% | $82,448+29.4% |
| Participation rate | 89.1% | 72.8%+16.3pp | 76.5%+12.6pp | 68.1%+21.0pp |
| Annual return | 70.02% | 23.92%+46.1pp | 24.52%+45.5pp | 41.64%+28.4pp |
| Employer contribution / active EE | $1,308 | $2,318-43.6% | $2,954-55.7% | $2,551-48.7% |
| Participant deferral / active EE | $8,216 | $4,224+94.5% | $5,098+61.2% | $4,139+98.5% |
| Admin fee / account holder | $13,692 | $9,013+51.9% | $12,098+13.2% | $7,234+89.3% |