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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 | $116,977 | $106,267+10.1% | $96,520+21.2% | $139,456-16.1% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 15.02% | 38.45%-23.4pp | 35.72%-20.7pp | 373.45%-358.4pp |
| Employer contribution / active EE | $2,779 | $4,105-32.3% | $3,739-25.7% | $4,753-41.5% |
| Participant deferral / active EE | $5,079 | $5,454-6.9% | $4,879+4.1% | $6,711-24.3% |
| Admin fee / account holder | $3,953 | $7,882-49.8% | $6,733-41.3% | $11,407-65.3% |