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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 | $100,833 | $89,259+13.0% | $107,187-5.9% | $82,637+22.0% |
| Participation rate | 84.9% | 67.9%+17.0pp | 75.0%+9.9pp | 68.1%+16.8pp |
| Annual return | 17.51% | 21.02%-3.5pp | 204.55%-187.0pp | 53.51%-36.0pp |
| Employer contribution / active EE | $4,497 | $3,080+46.0% | $3,782+18.9% | $2,552+76.2% |
| Participant deferral / active EE | $4,718 | $4,037+16.9% | $5,096-7.4% | $4,126+14.3% |
| Admin fee / account holder | $5,907 | $7,381-20.0% | $9,162-35.5% | $7,339-19.5% |