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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 | $100,552 | $89,367+12.5% | $141,191-28.8% | $72,975+37.8% |
| Participation rate | 91.7% | 75.1%+16.5pp | 82.5%+9.2pp | 69.5%+22.2pp |
| Annual return | 21.97% | 111.87%-89.9pp | 71.41%-49.4pp | 81.01%-59.0pp |
| Employer contribution / active EE | $5,117 | $3,115+64.3% | $4,736+8.0% | $2,440+109.7% |
| Participant deferral / active EE | $4,086 | $5,419-24.6% | $6,710-39.1% | $3,608+13.3% |
| Admin fee / account holder | $5,385 | $5,957-9.6% | $10,264-47.5% | $5,124+5.1% |