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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 | $106,207 | $88,672+19.8% | $105,223+0.9% | $82,448+28.8% |
| Participation rate | 93.9% | 67.9%+26.0pp | 75.0%+18.9pp | 68.1%+25.9pp |
| Annual return | 13.91% | 30.86%-16.9pp | 180.65%-166.7pp | 41.64%-27.7pp |
| Employer contribution / active EE | $6,455 | $3,048+111.8% | $3,689+75.0% | $2,551+153.0% |
| Participant deferral / active EE | $6,120 | $4,036+51.6% | $5,072+20.7% | $4,139+47.9% |
| Admin fee / account holder | $804 | $7,146-88.8% | $8,859-90.9% | $7,234-88.9% |