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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 | $112,100 | $98,766+13.5% | $149,730-25.1% | $79,852+40.4% |
| Participation rate | 93.9% | 75.8%+18.2pp | 82.5%+11.5pp | 69.6%+24.3pp |
| Annual return | 13.72% | 27.43%-13.7pp | 276.70%-263.0pp | 31.72%-18.0pp |
| Employer contribution / active EE | $3,877 | $3,217+20.5% | $4,645-16.5% | $2,471+56.9% |
| Participant deferral / active EE | $9,960 | $5,681+75.3% | $6,843+45.6% | $3,740+166.3% |
| Admin fee / account holder | $4,778 | $6,052-21.1% | $9,310-48.7% | $5,306-10.0% |