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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 | $113,169 | $86,288+31.2% | $111,306+1.7% | $85,851+31.8% |
| Participation rate | 92.0% | 73.3%+18.6pp | 77.3%+14.6pp | 69.3%+22.6pp |
| Annual return | 11.73% | 19.99%-8.3pp | 54.67%-42.9pp | 318.63%-306.9pp |
| Employer contribution / active EE | $3,311 | $2,044+62.0% | $2,732+21.2% | $2,565+29.1% |
| Participant deferral / active EE | $4,242 | $3,641+16.5% | $4,488-5.5% | $3,952+7.3% |
| Admin fee / account holder | $7,297 | $8,189-10.9% | $7,966-8.4% | $6,261+16.5% |