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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 | $104,174 | $93,586+11.3% | $135,925-23.4% | $75,173+38.6% |
| Participation rate | 90.0% | 75.2%+14.8pp | 81.9%+8.1pp | 67.2%+22.8pp |
| Annual return | 19.11% | 30.90%-11.8pp | 68.25%-49.1pp | 160.65%-141.5pp |
| Employer contribution / active EE | $7,788 | $3,537+120.2% | $4,857+60.3% | $2,670+191.6% |
| Participant deferral / active EE | $9,929 | $6,405+55.0% | $7,759+28.0% | $4,126+140.7% |
| Admin fee / account holder | $7,092 | $6,977+1.6% | $10,764-34.1% | $5,651+25.5% |