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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 | $116,048 | $103,393+12.2% | $87,103+33.2% | $152,909-24.1% |
| Participation rate | 81.0% | 79.4%+1.6pp | 76.9%+4.1pp | 82.5%-1.5pp |
| Annual return | 22.59% | 28.10%-5.5pp | 28.19%-5.6pp | 345.46%-322.9pp |
| Employer contribution / active EE | $7,688 | $3,221+138.7% | $2,521+204.9% | $4,764+61.4% |
| Participant deferral / active EE | $8,467 | $4,778+77.2% | $4,049+109.1% | $5,851+44.7% |
| Admin fee / account holder | $5,524 | $12,195-54.7% | $7,491-26.3% | $11,601-52.4% |