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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 | $100,013 | $98,776+1.3% | $149,745-33.2% | $79,856+25.2% |
| Participation rate | 94.2% | 75.8%+18.4pp | 82.5%+11.7pp | 69.6%+24.6pp |
| Annual return | 17.44% | 27.38%-9.9pp | 276.72%-259.3pp | 31.71%-14.3pp |
| Employer contribution / active EE | $3,148 | $3,217-2.2% | $4,646-32.2% | $2,471+27.4% |
| Participant deferral / active EE | $7,665 | $5,681+34.9% | $6,843+12.0% | $3,741+104.9% |
| Admin fee / account holder | $5,455 | $6,053-9.9% | $9,312-41.4% | $5,306+2.8% |