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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 | $102,677 | $118,496-13.3% | $98,461+4.3% | $139,466-26.4% |
| Participation rate | 94.7% | 77.5%+17.3pp | 75.2%+19.6pp | 80.3%+14.4pp |
| Annual return | 17.74% | 18.96%-1.2pp | 21.17%-3.4pp | 373.66%-355.9pp |
| Employer contribution / active EE | $7,614 | $3,611+110.9% | $3,049+149.7% | $4,754+60.2% |
| Participant deferral / active EE | $22,841 | $5,393+323.5% | $4,738+382.1% | $6,712+240.3% |
| Admin fee / account holder | $20,986 | $14,056+49.3% | $8,961+134.2% | $11,409+83.9% |