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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 | $91,143 | $77,901+17.0% | $149,717-39.1% | $75,181+21.2% |
| Participation rate | 88.9% | 65.6%+23.3pp | 78.8%+10.1pp | 67.2%+21.7pp |
| Annual return | 24.36% | 31.73%-7.4pp | 134.41%-110.0pp | 160.69%-136.3pp |
| Employer contribution / active EE | $5,171 | $3,137+64.8% | $4,820+7.3% | $2,671+93.6% |
| Participant deferral / active EE | $4,612 | $3,411+35.2% | $5,682-18.8% | $4,126+11.8% |
| Admin fee / account holder | $8,121 | $5,949+36.5% | $13,213-38.5% | $5,650+43.7% |