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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 | $83,152 | $102,422-18.8% | $147,117-43.5% | $80,959+2.7% |
| Participation rate | 85.7% | 75.9%+9.8pp | 82.2%+3.5pp | 67.7%+18.0pp |
| Annual return | 17.58% | 135.16%-117.6pp | 420.54%-403.0pp | 35.67%-18.1pp |
| Employer contribution / active EE | $4,071 | $3,717+9.5% | $4,932-17.5% | $2,757+47.6% |
| Participant deferral / active EE | $8,635 | $6,652+29.8% | $8,065+7.1% | $4,300+100.8% |
| Admin fee / account holder | $9,185 | $7,953+15.5% | $12,993-29.3% | $6,925+32.6% |