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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 | $101,537 | $78,682+29.0% | $109,188-7.0% | $85,851+18.3% |
| Participation rate | 93.6% | 68.3%+25.3pp | 75.9%+17.7pp | 69.3%+24.3pp |
| Annual return | 14.01% | 25.09%-11.1pp | 25.76%-11.7pp | 318.63%-304.6pp |
| Employer contribution / active EE | $9,359 | $2,734+242.4% | $3,723+151.4% | $2,565+264.8% |
| Participant deferral / active EE | $2,616 | $3,468-24.6% | $4,654-43.8% | $3,952-33.8% |
| Admin fee / account holder | $1,135 | $5,470-79.2% | $6,755-83.2% | $6,261-81.9% |