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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 | $99,099 | $87,834+12.8% | $133,975-26.0% | $62,881+57.6% |
| Participation rate | 74.7% | 83.4%-8.6pp | 87.1%-12.3pp | 69.3%+5.4pp |
| Annual return | 198.67% | 12.05%+186.6pp | 29.29%+169.4pp | 20.14%+178.5pp |
| Employer contribution / active EE | $1,729 | $3,482-50.3% | $5,211-66.8% | $2,281-24.2% |
| Participant deferral / active EE | $4,845 | $4,812+0.7% | $6,282-22.9% | $3,203+51.3% |
| Admin fee / account holder | $5,972 | $5,372+11.2% | $9,324-36.0% | $4,296+39.0% |