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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 | $110,680 | $98,240+12.7% | $82,312+34.5% | $147,586-25.0% |
| Participation rate | 92.9% | 79.7%+13.1pp | 76.9%+16.0pp | 82.8%+10.0pp |
| Annual return | 15.59% | 30.85%-15.3pp | 25.88%-10.3pp | 578.59%-563.0pp |
| Employer contribution / active EE | $2,896 | $3,192-9.3% | $2,428+19.3% | $4,876-40.6% |
| Participant deferral / active EE | $7,411 | $4,383+69.1% | $3,706+100.0% | $5,439+36.3% |
| Admin fee / account holder | $59,337 | $8,563+592.9% | $5,608+958.1% | $10,886+445.1% |