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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 | $99,410 | $125,797-21.0% | $170,028-41.5% | $75,181+32.2% |
| Participation rate | 88.0% | 83.6%+4.4pp | 87.0%+1.0pp | 67.2%+20.8pp |
| Annual return | 21.72% | 27.20%-5.5pp | 53.39%-31.7pp | 160.69%-139.0pp |
| Employer contribution / active EE | $8,348 | $4,616+80.9% | $6,788+23.0% | $2,671+212.6% |
| Participant deferral / active EE | $14,932 | $6,838+118.4% | $10,409+43.5% | $4,126+261.9% |
| Admin fee / account holder | $9,196 | $8,177+12.5% | $12,820-28.3% | $5,650+62.8% |