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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 | $102,676 | $93,345+10.0% | $119,126-13.8% | $87,485+17.4% |
| Participation rate | 82.4% | 68.7%+13.6pp | 75.8%+6.6pp | 68.9%+13.4pp |
| Annual return | 13.58% | 19.08%-5.5pp | 282.11%-268.5pp | 26.06%-12.5pp |
| Employer contribution / active EE | $3,350 | $3,172+5.6% | $4,034-17.0% | $2,596+29.0% |
| Participant deferral / active EE | $6,381 | $4,099+55.7% | $5,318+20.0% | $4,274+49.3% |
| Admin fee / account holder | $12,674 | $8,039+57.7% | $10,693+18.5% | $7,775+63.0% |