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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 | $109,172 | $88,672+23.1% | $105,223+3.8% | $82,448+32.4% |
| Participation rate | 97.1% | 67.9%+29.2pp | 75.0%+22.1pp | 68.1%+29.1pp |
| Annual return | 12.96% | 30.86%-17.9pp | 180.65%-167.7pp | 41.64%-28.7pp |
| Employer contribution / active EE | $3,603 | $3,048+18.2% | $3,689-2.3% | $2,551+41.2% |
| Participant deferral / active EE | $6,884 | $4,036+70.6% | $5,072+35.7% | $4,139+66.3% |
| Admin fee / account holder | $30,993 | $7,146+333.7% | $8,859+249.9% | $7,234+328.4% |