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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 | $96,294 | $88,672+8.6% | $105,223-8.5% | $82,448+16.8% |
| Participation rate | 90.7% | 67.9%+22.8pp | 75.0%+15.7pp | 68.1%+22.7pp |
| Annual return | 16.93% | 30.86%-13.9pp | 180.65%-163.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $4,202 | $3,048+37.9% | $3,689+13.9% | $2,551+64.7% |
| Participant deferral / active EE | $13,262 | $4,036+228.6% | $5,072+161.5% | $4,139+220.4% |
| Admin fee / account holder | $12,824 | $7,146+79.5% | $8,859+44.8% | $7,234+77.3% |