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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 | $109,055 | $98,766+10.4% | $149,730-27.2% | $79,852+36.6% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.6%+22.7pp |
| Annual return | 19.87% | 27.43%-7.6pp | 276.70%-256.8pp | 31.72%-11.9pp |
| Employer contribution / active EE | $2,115 | $3,217-34.2% | $4,645-54.5% | $2,471-14.4% |
| Participant deferral / active EE | $8,005 | $5,681+40.9% | $6,843+17.0% | $3,740+114.0% |
| Admin fee / account holder | $1,229 | $6,052-79.7% | $9,310-86.8% | $5,306-76.8% |