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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 | $117,978 | $93,617+26.0% | $135,982-13.2% | $75,177+56.9% |
| Participation rate | 89.4% | 75.2%+14.2pp | 81.9%+7.4pp | 67.2%+22.2pp |
| Annual return | 17.66% | 30.89%-13.2pp | 68.32%-50.7pp | 160.75%-143.1pp |
| Employer contribution / active EE | $4,243 | $3,538+19.9% | $4,859-12.7% | $2,671+58.9% |
| Participant deferral / active EE | $10,812 | $6,406+68.8% | $7,760+39.3% | $4,126+162.0% |
| Admin fee / account holder | $10,868 | $6,980+55.7% | $10,767+0.9% | $5,651+92.3% |