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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 | $100,220 | $77,638+29.1% | $156,551-36.0% | $62,881+59.4% |
| Participation rate | 91.9% | 71.2%+20.7pp | 84.0%+7.9pp | 69.3%+22.6pp |
| Annual return | 6.01% | 50.33%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $3,055 | $3,444-11.3% | $5,501-44.5% | $2,281+33.9% |
| Participant deferral / active EE | $3,164 | $3,046+3.9% | $4,871-35.0% | $3,203-1.2% |
| Admin fee / account holder | $32,010 | $5,561+475.6% | $13,028+145.7% | $4,296+645.2% |