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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 | $118,687 | $88,672+33.8% | $105,223+12.8% | $82,448+44.0% |
| Participation rate | 79.5% | 67.9%+11.6pp | 75.0%+4.4pp | 68.1%+11.4pp |
| Annual return | 20.24% | 30.86%-10.6pp | 180.65%-160.4pp | 41.64%-21.4pp |
| Employer contribution / active EE | $2,136 | $3,048-29.9% | $3,689-42.1% | $2,551-16.3% |
| Participant deferral / active EE | $6,673 | $4,036+65.3% | $5,072+31.6% | $4,139+61.2% |
| Admin fee / account holder | $9,285 | $7,146+29.9% | $8,859+4.8% | $7,234+28.3% |