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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 | $109,480 | $106,524+2.8% | $152,301-28.1% | $87,485+25.1% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.4%+14.6pp | 68.9%+28.1pp |
| Annual return | 70.25% | 26.89%+43.4pp | 80.50%-10.3pp | 26.06%+44.2pp |
| Employer contribution / active EE | $13,136 | $3,371+289.6% | $4,624+184.0% | $2,596+406.0% |
| Participant deferral / active EE | $4,647 | $6,525-28.8% | $8,004-41.9% | $4,274+8.7% |
| Admin fee / account holder | $11,466 | $8,287+38.4% | $14,398-20.4% | $7,775+47.5% |