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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 | $94,428 | $98,760-4.4% | $149,715-36.9% | $79,858+18.2% |
| Participation rate | 92.7% | 75.8%+16.9pp | 82.5%+10.2pp | 69.6%+23.1pp |
| Annual return | 18.29% | 27.43%-9.1pp | 276.66%-258.4pp | 31.72%-13.4pp |
| Employer contribution / active EE | $4,339 | $3,217+34.9% | $4,645-6.6% | $2,471+75.6% |
| Participant deferral / active EE | $11,066 | $5,681+94.8% | $6,842+61.7% | $3,740+195.9% |
| Admin fee / account holder | $13,229 | $6,053+118.6% | $9,310+42.1% | $5,306+149.3% |