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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 | $100,147 | $124,425-19.5% | $112,040-10.6% | $137,256-27.0% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 14.37% | 24.72%-10.4pp | 24.52%-10.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $6,028 | $3,411+76.7% | $2,954+104.1% | $4,156+45.0% |
| Participant deferral / active EE | $17,261 | $5,718+201.9% | $5,098+238.6% | $6,407+169.4% |
| Admin fee / account holder | $34,624 | $15,207+127.7% | $12,098+186.2% | $12,270+182.2% |