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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 | $103,998 | $70,684+47.1% | $169,390-38.6% | $75,173+38.3% |
| Participation rate | 86.4% | 64.8%+21.6pp | 77.2%+9.3pp | 67.2%+19.2pp |
| Annual return | 24.05% | 36.38%-12.3pp | 406.07%-382.0pp | 160.72%-136.7pp |
| Employer contribution / active EE | $4,409 | $2,211+99.4% | $4,013+9.9% | $2,671+65.1% |
| Participant deferral / active EE | $10,709 | $4,310+148.5% | $6,222+72.1% | $4,126+159.5% |
| Admin fee / account holder | $1,070 | $5,404-80.2% | $9,015-88.1% | $5,651-81.1% |