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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 | $123,871 | $110,240+12.4% | $96,544+28.3% | $139,487-11.2% |
| Participation rate | 94.4% | 78.1%+16.3pp | 76.0%+18.5pp | 80.3%+14.1pp |
| Annual return | 14.07% | 26.41%-12.3pp | 25.88%-11.8pp | 373.84%-359.8pp |
| Employer contribution / active EE | $7,953 | $3,622+119.6% | $2,966+168.1% | $4,755+67.3% |
| Participant deferral / active EE | $7,415 | $5,549+33.6% | $4,851+52.8% | $6,713+10.5% |
| Admin fee / account holder | $16,275 | $11,602+40.3% | $8,254+97.2% | $11,407+42.7% |