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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 | $102,600 | $98,766+3.9% | $149,730-31.5% | $79,852+28.5% |
| Participation rate | 93.7% | 75.8%+17.9pp | 82.5%+11.2pp | 69.6%+24.0pp |
| Annual return | 19.58% | 27.43%-7.9pp | 276.70%-257.1pp | 31.72%-12.1pp |
| Employer contribution / active EE | $2,831 | $3,217-12.0% | $4,645-39.1% | $2,471+14.6% |
| Participant deferral / active EE | $8,299 | $5,681+46.1% | $6,843+21.3% | $3,740+121.9% |
| Admin fee / account holder | $5,606 | $6,052-7.4% | $9,310-39.8% | $5,306+5.6% |