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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 | $124,000 | $68,878+80.0% | $120,574+2.8% | $80,935+53.2% |
| Participation rate | 89.5% | 61.7%+27.8pp | 71.9%+17.5pp | 67.7%+21.8pp |
| Annual return | 11.44% | 23.67%-12.2pp | 107.42%-96.0pp | 35.66%-24.2pp |
| Employer contribution / active EE | $4,432 | $2,065+114.6% | $3,471+27.7% | $2,757+60.8% |
| Participant deferral / active EE | $6,172 | $3,189+93.6% | $4,996+23.6% | $4,299+43.6% |
| Admin fee / account holder | $10,564 | $5,782+82.7% | $9,445+11.8% | $6,924+52.6% |