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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 | $103,033 | $84,236+22.3% | $170,439-39.5% | $70,124+46.9% |
| Participation rate | 93.8% | 70.8%+22.9pp | 83.6%+10.2pp | 69.5%+24.2pp |
| Annual return | 17.80% | 23.06%-5.3pp | 205.94%-188.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $5,699 | $3,387+68.3% | $5,433+4.9% | $2,342+143.3% |
| Participant deferral / active EE | $3,890 | $3,086+26.1% | $4,939-21.2% | $3,332+16.8% |
| Admin fee / account holder | $20,995 | $5,698+268.4% | $13,881+51.3% | $4,645+351.9% |