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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 | $123,783 | $108,825+13.7% | $156,181-20.7% | $82,448+50.1% |
| Participation rate | 84.6% | 72.4%+12.2pp | 78.8%+5.8pp | 68.1%+16.5pp |
| Annual return | 14.02% | 20.59%-6.6pp | 64.87%-50.9pp | 41.64%-27.6pp |
| Employer contribution / active EE | $7,692 | $2,870+168.0% | $4,294+79.1% | $2,551+201.5% |
| Participant deferral / active EE | $2,394 | $4,577-47.7% | $6,132-61.0% | $4,139-42.2% |
| Admin fee / account holder | $4,439 | $9,341-52.5% | $14,586-69.6% | $7,234-38.6% |