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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 | $104,385 | $93,345+11.8% | $119,126-12.4% | $87,485+19.3% |
| Participation rate | 80.6% | 68.7%+11.9pp | 75.8%+4.9pp | 68.9%+11.7pp |
| Annual return | 15.62% | 19.08%-3.5pp | 282.11%-266.5pp | 26.06%-10.4pp |
| Employer contribution / active EE | $7,961 | $3,172+151.0% | $4,034+97.4% | $2,596+206.6% |
| Participant deferral / active EE | $5,822 | $4,099+42.0% | $5,318+9.5% | $4,274+36.2% |
| Admin fee / account holder | $5,989 | $8,039-25.5% | $10,693-44.0% | $7,775-23.0% |