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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 | $103,694 | $117,444-11.7% | $99,479+4.2% | $152,909-32.2% |
| Participation rate | 85.0% | 77.5%+7.5pp | 73.8%+11.2pp | 82.5%+2.5pp |
| Annual return | 16.98% | 31.87%-14.9pp | 30.72%-13.7pp | 345.46%-328.5pp |
| Employer contribution / active EE | $3,957 | $3,014+31.3% | $2,540+55.8% | $4,764-16.9% |
| Participant deferral / active EE | $4,907 | $4,086+20.1% | $3,619+35.6% | $5,851-16.1% |
| Admin fee / account holder | $16,327 | $7,635+113.8% | $6,253+161.1% | $11,601+40.7% |