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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 | $100,469 | $88,672+13.3% | $105,223-4.5% | $82,448+21.9% |
| Participation rate | 83.9% | 67.9%+15.9pp | 75.0%+8.8pp | 68.1%+15.8pp |
| Annual return | 15.73% | 30.86%-15.1pp | 180.65%-164.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $6,548 | $3,048+114.8% | $3,689+77.5% | $2,551+156.7% |
| Participant deferral / active EE | $7,603 | $4,036+88.4% | $5,072+49.9% | $4,139+83.7% |
| Admin fee / account holder | $14,085 | $7,146+97.1% | $8,859+59.0% | $7,234+94.7% |