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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 | $113,708 | $125,797-9.6% | $170,043-33.1% | $75,173+51.3% |
| Participation rate | 94.6% | 83.6%+11.0pp | 87.0%+7.6pp | 67.2%+27.4pp |
| Annual return | 21.39% | 27.20%-5.8pp | 53.40%-32.0pp | 160.72%-139.3pp |
| Employer contribution / active EE | $9,907 | $4,616+114.6% | $6,790+45.9% | $2,671+270.9% |
| Participant deferral / active EE | $5,396 | $6,838-21.1% | $10,410-48.2% | $4,126+30.8% |
| Admin fee / account holder | $4,984 | $8,177-39.1% | $12,824-61.1% | $5,651-11.8% |