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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 | $97,101 | $89,259+8.8% | $107,187-9.4% | $82,637+17.5% |
| Participation rate | 80.8% | 67.9%+12.8pp | 75.0%+5.7pp | 68.1%+12.7pp |
| Annual return | 17.30% | 21.02%-3.7pp | 204.55%-187.3pp | 53.51%-36.2pp |
| Employer contribution / active EE | $1,417 | $3,080-54.0% | $3,782-62.5% | $2,552-44.5% |
| Participant deferral / active EE | $9,022 | $4,037+123.5% | $5,096+77.0% | $4,126+118.7% |
| Admin fee / account holder | $23,370 | $7,381+216.6% | $9,162+155.1% | $7,339+218.4% |