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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 | $105,351 | $86,891+21.2% | $142,460-26.0% | $75,181+40.1% |
| Participation rate | 91.3% | 68.5%+22.8pp | 76.8%+14.5pp | 67.2%+24.1pp |
| Annual return | 15.87% | 23.31%-7.4pp | 19.99%-4.1pp | 160.69%-144.8pp |
| Employer contribution / active EE | $4,099 | $3,355+22.2% | $4,847-15.4% | $2,671+53.5% |
| Participant deferral / active EE | $10,055 | $4,938+103.6% | $6,283+60.0% | $4,126+143.7% |
| Admin fee / account holder | $2,210 | $7,299-69.7% | $10,011-77.9% | $5,650-60.9% |