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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 | $100,344 | $109,372-8.3% | $89,414+12.2% | $158,966-36.9% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 9.23% | 345.55%-336.3pp | 245.50%-236.3pp | 302.95%-293.7pp |
| Employer contribution / active EE | $1,089 | $3,171-65.7% | $2,586-57.9% | $4,762-77.1% |
| Participant deferral / active EE | $4,696 | $4,598+2.1% | $3,890+20.7% | $5,983-21.5% |
| Admin fee / account holder | $6,260 | $6,156+1.7% | $4,883+28.2% | $11,250-44.4% |