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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 | $102,429+8.4% | $147,096-24.5% | $80,925+37.2% |
| Participation rate | 94.1% | 75.9%+18.3pp | 82.2%+11.9pp | 67.7%+26.5pp |
| Annual return | 23.77% | 135.02%-111.2pp | 419.75%-396.0pp | 35.65%-11.9pp |
| Employer contribution / active EE | $3,476 | $3,716-6.4% | $4,936-29.6% | $2,756+26.1% |
| Participant deferral / active EE | $6,939 | $6,649+4.4% | $8,071-14.0% | $4,299+61.4% |
| Admin fee / account holder | $7,953 | $7,957-0.1% | $13,005-38.9% | $6,940+14.6% |