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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 | $105,063 | $88,672+18.5% | $105,223-0.2% | $82,448+27.4% |
| Participation rate | 87.2% | 67.9%+19.3pp | 75.0%+12.1pp | 68.1%+19.1pp |
| Annual return | 19.25% | 30.86%-11.6pp | 180.65%-161.4pp | 41.64%-22.4pp |
| Employer contribution / active EE | $3,426 | $3,048+12.4% | $3,689-7.1% | $2,551+34.3% |
| Participant deferral / active EE | $5,742 | $4,036+42.3% | $5,072+13.2% | $4,139+38.7% |
| Admin fee / account holder | $867 | $7,146-87.9% | $8,859-90.2% | $7,234-88.0% |