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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 | $100,970 | $64,324+57.0% | $118,946-15.1% | $79,852+26.4% |
| Participation rate | 89.2% | 64.9%+24.3pp | 75.4%+13.8pp | 69.6%+19.6pp |
| Annual return | 15.49% | 86.45%-71.0pp | 35.89%-20.4pp | 31.72%-16.2pp |
| Employer contribution / active EE | $3,198 | $1,836+74.2% | $3,263-2.0% | $2,471+29.4% |
| Participant deferral / active EE | $5,328 | $2,824+88.7% | $4,266+24.9% | $3,740+42.5% |
| Admin fee / account holder | $979 | $4,040-75.8% | $6,581-85.1% | $5,306-81.5% |