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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 | $100,701 | $88,672+13.6% | $105,223-4.3% | $82,448+22.1% |
| Participation rate | 96.2% | 67.9%+28.2pp | 75.0%+21.1pp | 68.1%+28.1pp |
| Annual return | 19.72% | 30.86%-11.1pp | 180.65%-160.9pp | 41.64%-21.9pp |
| Employer contribution / active EE | $9,192 | $3,048+201.6% | $3,689+149.2% | $2,551+260.4% |
| Participant deferral / active EE | $3,899 | $4,036-3.4% | $5,072-23.1% | $4,139-5.8% |
| Admin fee / account holder | $3,737 | $7,146-47.7% | $8,859-57.8% | $7,234-48.3% |