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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 | $113,876 | $98,776+15.3% | $149,745-24.0% | $79,856+42.6% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.5%+11.8pp | 69.6%+24.6pp |
| Annual return | 17.72% | 27.38%-9.7pp | 276.72%-259.0pp | 31.71%-14.0pp |
| Employer contribution / active EE | $2,983 | $3,217-7.3% | $4,646-35.8% | $2,471+20.7% |
| Participant deferral / active EE | $4,092 | $5,681-28.0% | $6,843-40.2% | $3,741+9.4% |
| Admin fee / account holder | $1,877 | $6,053-69.0% | $9,312-79.8% | $5,306-64.6% |