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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 | $122,766 | $98,776+24.3% | $149,745-18.0% | $79,856+53.7% |
| Participation rate | 93.0% | 75.8%+17.2pp | 82.5%+10.5pp | 69.6%+23.4pp |
| Annual return | 18.48% | 27.38%-8.9pp | 276.72%-258.2pp | 31.71%-13.2pp |
| Employer contribution / active EE | $3,642 | $3,217+13.2% | $4,646-21.6% | $2,471+47.4% |
| Participant deferral / active EE | $8,151 | $5,681+43.5% | $6,843+19.1% | $3,741+117.9% |
| Admin fee / account holder | $1,569 | $6,053-74.1% | $9,312-83.1% | $5,306-70.4% |