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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 | $103,000 | $81,208+26.8% | $98,920+4.1% | $79,852+29.0% |
| Participation rate | 97.2% | 72.5%+24.7pp | 76.0%+21.2pp | 69.6%+27.6pp |
| Annual return | 26.28% | 60.99%-34.7pp | 196.47%-170.2pp | 31.72%-5.4pp |
| Employer contribution / active EE | $1,941 | $1,960-1.0% | $2,689-27.8% | $2,471-21.5% |
| Participant deferral / active EE | $4,150 | $3,265+27.1% | $4,245-2.2% | $3,740+10.9% |
| Admin fee / account holder | $3,201 | $6,013-46.8% | $6,643-51.8% | $5,306-39.7% |