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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 | $106,452 | $88,672+20.1% | $105,223+1.2% | $82,448+29.1% |
| Participation rate | 96.3% | 67.9%+28.4pp | 75.0%+21.3pp | 68.1%+28.2pp |
| Annual return | 13.72% | 30.86%-17.1pp | 180.65%-166.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $4,246 | $3,048+39.3% | $3,689+15.1% | $2,551+66.4% |
| Participant deferral / active EE | $9,510 | $4,036+135.6% | $5,072+87.5% | $4,139+129.8% |
| Admin fee / account holder | $3,151 | $7,146-55.9% | $8,859-64.4% | $7,234-56.4% |