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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 | $102,104 | $98,766+3.4% | $149,730-31.8% | $79,852+27.9% |
| Participation rate | 97.4% | 75.8%+21.7pp | 82.5%+15.0pp | 69.6%+27.8pp |
| Annual return | 15.37% | 27.43%-12.1pp | 276.70%-261.3pp | 31.72%-16.4pp |
| Employer contribution / active EE | $1,469 | $3,217-54.3% | $4,645-68.4% | $2,471-40.5% |
| Participant deferral / active EE | $6,942 | $5,681+22.2% | $6,843+1.5% | $3,740+85.6% |
| Admin fee / account holder | $12,714 | $6,052+110.1% | $9,310+36.6% | $5,306+139.6% |