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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 | $100,593 | $76,407+31.7% | $150,298-33.1% | $82,448+22.0% |
| Participation rate | 97.2% | 66.4%+30.8pp | 77.8%+19.5pp | 68.1%+29.2pp |
| Annual return | 13.77% | 39.99%-26.2pp | 62.79%-49.0pp | 41.64%-27.9pp |
| Employer contribution / active EE | $3,218 | $2,614+23.1% | $4,154-22.5% | $2,551+26.1% |
| Participant deferral / active EE | $5,837 | $3,214+81.6% | $5,453+7.0% | $4,139+41.0% |
| Admin fee / account holder | $9,919 | $6,352+56.2% | $14,116-29.7% | $7,234+37.1% |