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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 | $111,050 | $102,422+8.4% | $147,117-24.5% | $80,959+37.2% |
| Participation rate | 94.1% | 75.9%+18.2pp | 82.2%+11.9pp | 67.7%+26.4pp |
| Annual return | 23.77% | 135.16%-111.4pp | 420.54%-396.8pp | 35.67%-11.9pp |
| Employer contribution / active EE | $3,476 | $3,717-6.5% | $4,932-29.5% | $2,757+26.1% |
| Participant deferral / active EE | $6,939 | $6,652+4.3% | $8,065-14.0% | $4,300+61.4% |
| Admin fee / account holder | $7,953 | $7,9530% | $12,993-38.8% | $6,925+14.8% |