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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 | $103,522 | $91,198+13.5% | $178,503-42.0% | $79,856+29.6% |
| Participation rate | 96.2% | 69.2%+26.9pp | 81.9%+14.2pp | 69.6%+26.5pp |
| Annual return | 12.98% | 24.20%-11.2pp | 151.12%-138.1pp | 31.71%-18.7pp |
| Employer contribution / active EE | $5,122 | $3,257+57.3% | $5,011+2.2% | $2,471+107.3% |
| Participant deferral / active EE | $3,291 | $3,237+1.7% | $5,202-36.7% | $3,741-12.0% |
| Admin fee / account holder | $1,572 | $6,748-76.7% | $13,987-88.8% | $5,306-70.4% |