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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 | $112,196 | $93,345+20.2% | $119,126-5.8% | $87,485+28.2% |
| Participation rate | 79.4% | 68.7%+10.7pp | 75.8%+3.7pp | 68.9%+10.5pp |
| Annual return | 14.75% | 19.08%-4.3pp | 282.11%-267.4pp | 26.06%-11.3pp |
| Employer contribution / active EE | $3,973 | $3,172+25.3% | $4,034-1.5% | $2,596+53.0% |
| Participant deferral / active EE | $5,431 | $4,099+32.5% | $5,318+2.1% | $4,274+27.1% |
| Admin fee / account holder | $14,410 | $8,039+79.3% | $10,693+34.8% | $7,775+85.3% |