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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 | $101,941 | $89,370+14.1% | $141,197-27.8% | $72,976+39.7% |
| Participation rate | 82.1% | 75.1%+7.0pp | 82.5%-0.3pp | 69.5%+12.7pp |
| Annual return | 19.77% | 111.88%-92.1pp | 71.41%-51.6pp | 81.02%-61.2pp |
| Employer contribution / active EE | $3,634 | $3,115+16.7% | $4,736-23.3% | $2,440+48.9% |
| Participant deferral / active EE | $7,549 | $5,419+39.3% | $6,710+12.5% | $3,608+109.2% |
| Admin fee / account holder | $11,745 | $5,957+97.2% | $10,265+14.4% | $5,124+129.2% |