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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 | $107,391 | $88,672+21.1% | $105,223+2.1% | $82,448+30.3% |
| Participation rate | 98.8% | 67.9%+30.9pp | 75.0%+23.8pp | 68.1%+30.7pp |
| Annual return | 16.26% | 30.86%-14.6pp | 180.65%-164.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $6,551 | $3,048+114.9% | $3,689+77.6% | $2,551+156.8% |
| Participant deferral / active EE | $2,611 | $4,036-35.3% | $5,072-48.5% | $4,139-36.9% |
| Admin fee / account holder | $8,381 | $7,146+17.3% | $8,859-5.4% | $7,234+15.9% |