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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 | $100,968 | $88,672+13.9% | $105,223-4.0% | $82,448+22.5% |
| Participation rate | 84.7% | 67.9%+16.8pp | 75.0%+9.7pp | 68.1%+16.7pp |
| Annual return | 15.64% | 30.86%-15.2pp | 180.65%-165.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $5,203 | $3,048+70.7% | $3,689+41.1% | $2,551+104.0% |
| Participant deferral / active EE | $8,648 | $4,036+114.3% | $5,072+70.5% | $4,139+108.9% |
| Admin fee / account holder | $9,993 | $7,146+39.8% | $8,859+12.8% | $7,234+38.1% |