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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 | $107,138 | $111,535-3.9% | $105,223+1.8% | $137,256-21.9% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.0%+19.7pp | 80.0%+14.8pp |
| Annual return | 18.52% | 237.85%-219.3pp | 180.65%-162.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,504 | $3,939-36.4% | $3,689-32.1% | $4,156-39.7% |
| Participant deferral / active EE | $3,550 | $5,500-35.4% | $5,072-30.0% | $6,407-44.6% |
| Admin fee / account holder | $3,213 | $9,721-66.9% | $8,859-63.7% | $12,270-73.8% |