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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 | $105,636 | $93,598+12.9% | $135,974-22.3% | $75,173+40.5% |
| Participation rate | 87.6% | 75.2%+12.4pp | 81.9%+5.7pp | 67.2%+20.4pp |
| Annual return | 18.68% | 30.89%-12.2pp | 68.30%-49.6pp | 160.72%-142.0pp |
| Employer contribution / active EE | $6,333 | $3,538+79.0% | $4,859+30.3% | $2,671+137.1% |
| Participant deferral / active EE | $10,870 | $6,405+69.7% | $7,760+40.1% | $4,126+163.4% |
| Admin fee / account holder | $9,303 | $6,978+33.3% | $10,767-13.6% | $5,651+64.6% |