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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 | $123,644 | $98,766+25.2% | $149,730-17.4% | $79,852+54.8% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.5%+11.3pp | 69.6%+24.1pp |
| Annual return | 16.38% | 27.43%-11.0pp | 276.70%-260.3pp | 31.72%-15.3pp |
| Employer contribution / active EE | $2,470 | $3,217-23.2% | $4,645-46.8% | $2,4710% |
| Participant deferral / active EE | $4,443 | $5,681-21.8% | $6,843-35.1% | $3,740+18.8% |
| Admin fee / account holder | $930 | $6,052-84.6% | $9,310-90.0% | $5,306-82.5% |