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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 | $100,090 | $98,766+1.3% | $149,730-33.2% | $79,852+25.3% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.5%+7.2pp | 69.6%+20.0pp |
| Annual return | 15.11% | 27.43%-12.3pp | 276.70%-261.6pp | 31.72%-16.6pp |
| Employer contribution / active EE | $2,450 | $3,217-23.8% | $4,645-47.3% | $2,471-0.8% |
| Participant deferral / active EE | $7,868 | $5,681+38.5% | $6,843+15.0% | $3,740+110.4% |
| Admin fee / account holder | $2,181 | $6,052-64.0% | $9,310-76.6% | $5,306-58.9% |