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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 | $100,745 | $96,508+4.4% | $75,901+32.7% | $152,897-34.1% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.3%+14.1pp | 82.5%+0.9pp |
| Annual return | 16.92% | 33.99%-17.1pp | 30.76%-13.8pp | 345.43%-328.5pp |
| Employer contribution / active EE | $7,938 | $3,310+139.8% | $2,501+217.4% | $4,764+66.6% |
| Participant deferral / active EE | $5,542 | $4,554+21.7% | $3,603+53.8% | $5,851-5.3% |
| Admin fee / account holder | $3,196 | $8,081-60.5% | $5,420-41.0% | $11,599-72.4% |