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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 | $114,067 | $114,1190% | $107,187+6.4% | $138,895-17.9% |
| Participation rate | 90.5% | 78.1%+12.4pp | 75.0%+15.5pp | 79.9%+10.6pp |
| Annual return | 19.47% | 273.21%-253.7pp | 204.55%-185.1pp | 145.39%-125.9pp |
| Employer contribution / active EE | $4,475 | $4,059+10.2% | $3,782+18.3% | $4,194+6.7% |
| Participant deferral / active EE | $6,124 | $5,538+10.6% | $5,096+20.2% | $6,396-4.2% |
| Admin fee / account holder | $5,701 | $10,024-43.1% | $9,162-37.8% | $12,562-54.6% |