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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 | $107,189 | $103,966+3.1% | $112,923-5.1% | $75,177+42.6% |
| Participation rate | 95.3% | 75.7%+19.6pp | 80.5%+14.7pp | 67.2%+28.1pp |
| Annual return | 14.99% | 24.54%-9.5pp | 34.13%-19.1pp | 160.75%-145.8pp |
| Employer contribution / active EE | $7,019 | $3,870+81.3% | $4,570+53.6% | $2,671+162.8% |
| Participant deferral / active EE | $2,429 | $5,456-55.5% | $6,520-62.8% | $4,126-41.1% |
| Admin fee / account holder | $7,339 | $7,663-4.2% | $7,046+4.2% | $5,651+29.9% |