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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 | $115,812 | $104,251+11.1% | $91,004+27.3% | $147,586-21.5% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.6%+4.4pp | 82.8%-2.8pp |
| Annual return | 15.56% | 27.06%-11.5pp | 4.60%+11.0pp | 578.59%-563.0pp |
| Employer contribution / active EE | $6,495 | $3,116+108.5% | $2,456+164.5% | $4,876+33.2% |
| Participant deferral / active EE | $4,669 | $4,195+11.3% | $3,548+31.6% | $5,439-14.1% |
| Admin fee / account holder | $347 | $8,948-96.1% | $5,417-93.6% | $10,886-96.8% |