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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 | $104,754 | $81,208+29.0% | $98,920+5.9% | $79,852+31.2% |
| Participation rate | 94.7% | 72.5%+22.2pp | 76.0%+18.7pp | 69.6%+25.1pp |
| Annual return | 16.73% | 60.99%-44.3pp | 196.47%-179.7pp | 31.72%-15.0pp |
| Employer contribution / active EE | $1,600 | $1,960-18.3% | $2,689-40.5% | $2,471-35.2% |
| Participant deferral / active EE | $5,435 | $3,265+66.5% | $4,245+28.0% | $3,740+45.3% |
| Admin fee / account holder | $4,060 | $6,013-32.5% | $6,643-38.9% | $5,306-23.5% |