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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 | $101,516 | $95,406+6.4% | $185,849-45.4% | $85,847+18.3% |
| Participation rate | 93.5% | 68.8%+24.8pp | 81.7%+11.8pp | 69.3%+24.2pp |
| Annual return | 13.76% | 23.59%-9.8pp | 122.10%-108.3pp | 318.61%-304.8pp |
| Employer contribution / active EE | $5,223 | $3,314+57.6% | $5,169+1.1% | $2,565+103.6% |
| Participant deferral / active EE | $4,967 | $3,424+45.1% | $5,569-10.8% | $3,952+25.7% |
| Admin fee / account holder | $1,523 | $7,214-78.9% | $16,244-90.6% | $6,261-75.7% |