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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 | $115,981 | $125,797-7.8% | $170,043-31.8% | $75,173+54.3% |
| Participation rate | 83.8% | 83.6%+0.2pp | 87.0%-3.2pp | 67.2%+16.6pp |
| Annual return | 22.03% | 27.20%-5.2pp | 53.40%-31.4pp | 160.72%-138.7pp |
| Employer contribution / active EE | $18,389 | $4,616+298.4% | $6,790+170.8% | $2,671+588.5% |
| Participant deferral / active EE | $15,671 | $6,838+129.2% | $10,410+50.5% | $4,126+279.8% |
| Admin fee / account holder | $13,089 | $8,177+60.1% | $12,824+2.1% | $5,651+131.6% |