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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 | $116,941 | $98,240+19.0% | $82,312+42.1% | $147,586-20.8% |
| Participation rate | 88.2% | 79.7%+8.5pp | 76.9%+11.3pp | 82.8%+5.4pp |
| Annual return | 9.66% | 30.85%-21.2pp | 25.88%-16.2pp | 578.59%-568.9pp |
| Employer contribution / active EE | $2,819 | $3,192-11.7% | $2,428+16.1% | $4,876-42.2% |
| Participant deferral / active EE | $6,451 | $4,383+47.2% | $3,706+74.1% | $5,439+18.6% |
| Admin fee / account holder | $5,055 | $8,563-41.0% | $5,608-9.9% | $10,886-53.6% |