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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 | $103,828 | $98,240+5.7% | $82,312+26.1% | $147,586-29.6% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 19.72% | 30.85%-11.1pp | 25.88%-6.2pp | 578.59%-558.9pp |
| Employer contribution / active EE | $1,750 | $3,192-45.2% | $2,428-27.9% | $4,876-64.1% |
| Participant deferral / active EE | $11,231 | $4,383+156.2% | $3,706+203.0% | $5,439+106.5% |
| Admin fee / account holder | $2,628 | $8,563-69.3% | $5,608-53.1% | $10,886-75.9% |