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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 | $103,864 | $98,760+5.2% | $149,715-30.6% | $79,858+30.1% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.5%+11.6pp | 69.6%+24.5pp |
| Annual return | 19.80% | 27.43%-7.6pp | 276.66%-256.9pp | 31.72%-11.9pp |
| Employer contribution / active EE | $6,394 | $3,217+98.8% | $4,645+37.7% | $2,471+158.8% |
| Participant deferral / active EE | $9,432 | $5,681+66.0% | $6,842+37.9% | $3,740+152.2% |
| Admin fee / account holder | $1,198 | $6,053-80.2% | $9,310-87.1% | $5,306-77.4% |