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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 | $100,020 | $73,955+35.2% | $96,520+3.6% | $75,181+33.0% |
| Participation rate | 89.4% | 66.4%+22.9pp | 74.3%+15.0pp | 67.2%+22.2pp |
| Annual return | 21.71% | 26.72%-5.0pp | 35.72%-14.0pp | 160.69%-139.0pp |
| Employer contribution / active EE | $8,513 | $2,930+190.5% | $3,739+127.7% | $2,671+218.8% |
| Participant deferral / active EE | $3,943 | $3,659+7.8% | $4,879-19.2% | $4,126-4.4% |
| Admin fee / account holder | $5,198 | $5,217-0.4% | $6,733-22.8% | $5,650-8.0% |