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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 | $100,460 | $81,208+23.7% | $98,920+1.6% | $79,856+25.8% |
| Participation rate | 95.3% | 72.5%+22.8pp | 76.0%+19.3pp | 69.6%+25.7pp |
| Annual return | 16.17% | 60.99%-44.8pp | 196.47%-180.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $5,582 | $1,960+184.8% | $2,689+107.6% | $2,471+125.9% |
| Participant deferral / active EE | $4,738 | $3,265+45.1% | $4,245+11.6% | $3,741+26.7% |
| Admin fee / account holder | $5,900 | $6,013-1.9% | $6,643-11.2% | $5,306+11.2% |