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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 | $111,766 | $98,776+13.2% | $149,745-25.4% | $79,856+40.0% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.5%+7.2pp | 69.6%+20.0pp |
| Annual return | 20.01% | 27.38%-7.4pp | 276.72%-256.7pp | 31.71%-11.7pp |
| Employer contribution / active EE | $3,883 | $3,217+20.7% | $4,646-16.4% | $2,471+57.1% |
| Participant deferral / active EE | $5,956 | $5,681+4.8% | $6,843-13.0% | $3,741+59.2% |
| Admin fee / account holder | $2,157 | $6,053-64.4% | $9,312-76.8% | $5,306-59.4% |