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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 | $97,934 | $77,920+25.7% | $149,723-34.6% | $75,177+30.3% |
| Participation rate | 96.0% | 65.6%+30.4pp | 78.8%+17.2pp | 67.2%+28.8pp |
| Annual return | 16.99% | 31.72%-14.7pp | 134.50%-117.5pp | 160.75%-143.8pp |
| Employer contribution / active EE | $5,262 | $3,138+67.7% | $4,821+9.1% | $2,671+97.0% |
| Participant deferral / active EE | $10,575 | $3,411+210.0% | $5,682+86.1% | $4,126+156.3% |
| Admin fee / account holder | $13,022 | $5,951+118.8% | $13,215-1.5% | $5,651+130.4% |