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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 | $106,089 | $84,236+25.9% | $170,435-37.8% | $70,126+51.3% |
| Participation rate | 87.1% | 70.8%+16.3pp | 83.6%+3.5pp | 69.5%+17.6pp |
| Annual return | 16.87% | 23.06%-6.2pp | 205.94%-189.1pp | 73.15%-56.3pp |
| Employer contribution / active EE | $4,801 | $3,387+41.8% | $5,432-11.6% | $2,343+105.0% |
| Participant deferral / active EE | $4,274 | $3,086+38.5% | $4,939-13.5% | $3,332+28.3% |
| Admin fee / account holder | $1,229 | $5,698-78.4% | $13,881-91.1% | $4,645-73.5% |