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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 | $101,628 | $77,920+30.4% | $149,723-32.1% | $75,177+35.2% |
| Participation rate | 97.4% | 65.6%+31.8pp | 78.8%+18.6pp | 67.2%+30.2pp |
| Annual return | 23.68% | 31.72%-8.0pp | 134.50%-110.8pp | 160.75%-137.1pp |
| Employer contribution / active EE | $4,538 | $3,138+44.6% | $4,821-5.9% | $2,671+69.9% |
| Participant deferral / active EE | $5,230 | $3,411+53.3% | $5,682-8.0% | $4,126+26.7% |
| Admin fee / account holder | $4,385 | $5,951-26.3% | $13,215-66.8% | $5,651-22.4% |