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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 | $106,523 | $73,988+44.0% | $96,538+10.3% | $75,177+41.7% |
| Participation rate | 93.2% | 66.4%+26.8pp | 74.3%+18.8pp | 67.2%+26.0pp |
| Annual return | 17.31% | 26.73%-9.4pp | 35.74%-18.4pp | 160.75%-143.4pp |
| Employer contribution / active EE | $6,634 | $2,930+126.4% | $3,740+77.4% | $2,671+148.4% |
| Participant deferral / active EE | $5,975 | $3,660+63.2% | $4,880+22.4% | $4,126+44.8% |
| Admin fee / account holder | $867 | $5,220-83.4% | $6,737-87.1% | $5,651-84.7% |