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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 | $111,398 | $98,760+12.8% | $149,715-25.6% | $79,858+39.5% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.5%+0.9pp | 69.6%+13.7pp |
| Annual return | 19.41% | 27.43%-8.0pp | 276.66%-257.2pp | 31.72%-12.3pp |
| Employer contribution / active EE | $5,574 | $3,217+73.3% | $4,645+20.0% | $2,471+125.6% |
| Participant deferral / active EE | $10,518 | $5,681+85.2% | $6,842+53.7% | $3,740+181.2% |
| Admin fee / account holder | $1,742 | $6,053-71.2% | $9,310-81.3% | $5,306-67.2% |