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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 | $101,365 | $99,875+1.5% | $146,866-31.0% | $86,983+16.5% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.5%+9.2pp | 69.5%+22.1pp |
| Annual return | 14.05% | 28.10%-14.1pp | 102.85%-88.8pp | 25.83%-11.8pp |
| Employer contribution / active EE | $2,146 | $3,224-33.4% | $4,425-51.5% | $2,584-17.0% |
| Participant deferral / active EE | $7,856 | $6,322+24.3% | $7,759+1.2% | $4,194+87.3% |
| Admin fee / account holder | $17,288 | $7,838+120.6% | $13,620+26.9% | $7,856+120.1% |