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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 | $125,620 | $98,776+27.2% | $149,745-16.1% | $79,856+57.3% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.5%+14.3pp | 69.6%+27.1pp |
| Annual return | 15.04% | 27.38%-12.3pp | 276.72%-261.7pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,380 | $3,217-26.0% | $4,646-48.8% | $2,471-3.7% |
| Participant deferral / active EE | $5,806 | $5,681+2.2% | $6,843-15.2% | $3,741+55.2% |
| Admin fee / account holder | $1,465 | $6,053-75.8% | $9,312-84.3% | $5,306-72.4% |