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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 | $112,409 | $88,672+26.8% | $105,223+6.8% | $82,448+36.3% |
| Participation rate | 94.6% | 67.9%+26.7pp | 75.0%+19.5pp | 68.1%+26.5pp |
| Annual return | 17.39% | 30.86%-13.5pp | 180.65%-163.3pp | 41.64%-24.2pp |
| Employer contribution / active EE | $2,351 | $3,048-22.9% | $3,689-36.3% | $2,551-7.8% |
| Participant deferral / active EE | $6,024 | $4,036+49.3% | $5,072+18.8% | $4,139+45.5% |
| Admin fee / account holder | $6,514 | $7,146-8.9% | $8,859-26.5% | $7,234-10.0% |