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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 | $109,469 | $98,766+10.8% | $149,730-26.9% | $79,852+37.1% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.5%+9.5pp | 69.6%+22.4pp |
| Annual return | 16.73% | 27.43%-10.7pp | 276.70%-260.0pp | 31.72%-15.0pp |
| Employer contribution / active EE | $3,715 | $3,217+15.5% | $4,645-20.0% | $2,471+50.3% |
| Participant deferral / active EE | $8,939 | $5,681+57.4% | $6,843+30.6% | $3,740+139.0% |
| Admin fee / account holder | $4,787 | $6,052-20.9% | $9,310-48.6% | $5,306-9.8% |