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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 | $99,133 | $125,797-21.2% | $170,043-41.7% | $75,173+31.9% |
| Participation rate | 90.8% | 83.6%+7.2pp | 87.0%+3.8pp | 67.2%+23.6pp |
| Annual return | 19.98% | 27.20%-7.2pp | 53.40%-33.4pp | 160.72%-140.7pp |
| Employer contribution / active EE | $4,965 | $4,616+7.6% | $6,790-26.9% | $2,671+85.9% |
| Participant deferral / active EE | $9,427 | $6,838+37.9% | $10,410-9.4% | $4,126+128.5% |
| Admin fee / account holder | $6,649 | $8,177-18.7% | $12,824-48.1% | $5,651+17.7% |